Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
3,454
-321
-9% -$115K 0.04% 229
2025
Q1
$1.51M Buy
3,775
+1,746
+86% +$697K 0.06% 194
2024
Q4
$729K Sell
2,029
-21
-1% -$7.54K 0.03% 241
2024
Q3
$709K Buy
2,050
+113
+6% +$39.1K 0.05% 213
2024
Q2
$569K Buy
1,937
+593
+44% +$174K 0.04% 214
2024
Q1
$449K Buy
1,344
+90
+7% +$30K 0.04% 234
2023
Q4
$365K Sell
1,254
-14
-1% -$4.07K 0.03% 241
2023
Q3
$411K Buy
1,268
+7
+0.6% +$2.27K 0.04% 221
2023
Q2
$435K Buy
1,261
+14
+1% +$4.83K 0.06% 205
2023
Q1
$393K Buy
1,247
+15
+1% +$4.73K 0.06% 198
2022
Q4
$370K Hold
1,232
0.06% 179
2022
Q3
$330K Hold
1,232
0.06% 182
2022
Q2
$332K Buy
+1,232
New +$332K 0.06% 179
2020
Q1
Sell
-43
Closed -$8K 134
2019
Q4
$8K Buy
+43
New +$8K ﹤0.01% 442