Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Sell
2,038
-351
-15% -$48.6K 0.01% 384
2025
Q1
$382K Buy
2,389
+186
+8% +$29.7K 0.01% 297
2024
Q4
$293K Buy
2,203
+118
+6% +$15.7K 0.01% 325
2024
Q3
$283K Buy
2,085
+388
+23% +$52.7K 0.01% 321
2024
Q2
$250K Buy
1,697
+61
+4% +$9K 0.01% 323
2024
Q1
$250K Buy
+1,636
New +$250K 0.01% 336
2019
Q4
Sell
-21
Closed -$1.35K 829
2019
Q3
$1.35K Buy
+21
New +$1.35K ﹤0.01% 698
2019
Q2
Sell
-6
Closed -$380 336
2019
Q1
$380 Buy
+6
New +$380 ﹤0.01% 699