Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$129K Buy
27,657
+2,682
+11% +$12.5K ﹤0.01% 1954
2025
Q1
$137K Sell
24,975
-438
-2% -$2.4K ﹤0.01% 1859
2024
Q4
$177K Buy
25,413
+6,763
+36% +$47.1K ﹤0.01% 1798
2024
Q3
$175K Buy
18,650
+3,022
+19% +$28.4K ﹤0.01% 1841
2024
Q2
$157K Buy
+15,628
New +$157K ﹤0.01% 1847
2019
Q2
Sell
-18,960
Closed -$218K 986
2019
Q1
$218K Buy
+18,960
New +$218K 0.01% 828