Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
737
-84
-10% -$30K 0.02% 367
2025
Q1
$328K Sell
821
-158
-16% -$63.1K 0.03% 313
2024
Q4
$352K Buy
979
+140
+17% +$50.3K 0.03% 318
2024
Q3
$290K Buy
+839
New +$290K 0.03% 329
2024
Q2
Sell
-717
Closed -$239K 411
2024
Q1
$239K Buy
+717
New +$239K 0.03% 362
2022
Q2
Sell
-3,696
Closed -$1.2M 254
2022
Q1
$1.2M Buy
+3,696
New +$1.2M 0.19% 83
2019
Q3
Sell
-37
Closed -$4K 205
2019
Q2
$4K Hold
37
﹤0.01% 598
2019
Q1
$4K Sell
37
-2
-5% -$216 ﹤0.01% 585
2018
Q4
$4K Buy
39
+27
+225% +$2.77K ﹤0.01% 548
2018
Q3
$2K Sell
12
-26
-68% -$4.33K ﹤0.01% 618
2018
Q2
$4K Hold
38
﹤0.01% 594
2018
Q1
$4K Buy
38
+3
+9% +$316 ﹤0.01% 560
2017
Q4
$4K Buy
+35
New +$4K ﹤0.01% 568