Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$433K Buy
2,982
+36
+1% +$5.23K ﹤0.01% 709
2025
Q1
$373K Sell
2,946
-1,381
-32% -$175K ﹤0.01% 658
2024
Q4
$450K Hold
4,327
﹤0.01% 639
2024
Q3
$369K Sell
4,327
-1,316
-23% -$112K ﹤0.01% 751
2024
Q2
$398K Sell
5,643
-27
-0.5% -$1.9K ﹤0.01% 643
2024
Q1
$357K Buy
+5,670
New +$357K ﹤0.01% 786
2022
Q1
Sell
-10,897
Closed -$363K 909
2021
Q4
$363K Buy
10,897
+140
+1% +$4.66K ﹤0.01% 750
2021
Q3
$387K Buy
+10,757
New +$387K ﹤0.01% 592
2019
Q3
Sell
-11,435
Closed -$348K 925
2019
Q2
$348K Sell
11,435
-604
-5% -$18.4K ﹤0.01% 792
2019
Q1
$411K Buy
+12,039
New +$411K ﹤0.01% 645