Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Buy
3,002
+86
+3% +$11.1K ﹤0.01% 786
2025
Q1
$348K Buy
2,916
+210
+8% +$25.1K ﹤0.01% 798
2024
Q4
$314K Hold
2,706
﹤0.01% 861
2024
Q3
$365K Sell
2,706
-31
-1% -$4.19K ﹤0.01% 772
2024
Q2
$371K Sell
2,737
-13
-0.5% -$1.76K ﹤0.01% 681
2024
Q1
$355K Buy
+2,750
New +$355K ﹤0.01% 800
2020
Q1
Sell
-4,465
Closed -$352K 947
2019
Q4
$352K Sell
4,465
-195
-4% -$15.4K ﹤0.01% 720
2019
Q3
$371K Buy
+4,660
New +$371K ﹤0.01% 547