Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Buy
1,718
+65
+4% +$14.5K 0.01% 317
2025
Q1
$340K Sell
1,653
-5
-0.3% -$1.03K 0.01% 320
2024
Q4
$303K Sell
1,658
-6
-0.4% -$1.1K 0.01% 318
2024
Q3
$343K Buy
1,664
+248
+18% +$51.1K 0.01% 291
2024
Q2
$248K Buy
+1,416
New +$248K 0.01% 327
2020
Q4
Sell
-92
Closed -$8K 209
2020
Q3
$8K Buy
+92
New +$8K ﹤0.01% 444
2020
Q2
Sell
-92
Closed -$4.59K 185
2020
Q1
$4.59K Hold
92
﹤0.01% 498
2019
Q4
$6.51K Hold
92
﹤0.01% 540
2019
Q3
$6.06K Buy
+92
New +$6.06K ﹤0.01% 511