Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$237K Sell
1,503
-1,624
-52% -$256K 0.01% 429
2025
Q1
$551K Sell
3,127
-62
-2% -$10.9K 0.02% 233
2024
Q4
$627K Buy
3,189
+492
+18% +$96.7K 0.02% 201
2024
Q3
$639K Buy
2,697
+560
+26% +$133K 0.02% 199
2024
Q2
$452K Buy
2,137
+656
+44% +$139K 0.02% 226
2024
Q1
$375K Buy
+1,481
New +$375K 0.02% 252
2019
Q4
Sell
-9
Closed -$1.31K 842
2019
Q3
$1.31K Buy
+9
New +$1.31K ﹤0.01% 704
2019
Q2
Sell
-3
Closed -$399 369
2019
Q1
$399 Buy
+3
New +$399 ﹤0.01% 688