Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
1,552
-239
-13% -$30.9K 0.01% 466
2025
Q1
$214K Sell
1,791
-11
-0.6% -$1.31K 0.01% 426
2024
Q4
$209K Buy
1,802
+166
+10% +$19.3K 0.01% 418
2024
Q3
$221K Sell
1,636
-22
-1% -$2.97K 0.01% 387
2024
Q2
$225K Sell
1,658
-55
-3% -$7.46K 0.01% 347
2024
Q1
$221K Buy
+1,713
New +$221K 0.01% 356
2020
Q4
Sell
-67
Closed -$6K 665
2020
Q3
$6K Buy
+67
New +$6K ﹤0.01% 500
2020
Q2
Sell
-67
Closed -$4.56K 639
2020
Q1
$4.56K Hold
67
﹤0.01% 499
2019
Q4
$5.45K Sell
67
-4
-6% -$325 ﹤0.01% 567
2019
Q3
$5.29K Buy
+71
New +$5.29K ﹤0.01% 526
2019
Q2
Sell
-4
Closed -$316 668
2019
Q1
$316 Buy
+4
New +$316 ﹤0.01% 719