Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Sell
3,951
-730
-16% -$63.7K 0.02% 325
2025
Q1
$320K Sell
4,681
-1,161
-20% -$79.3K 0.03% 318
2024
Q4
$454K Buy
5,842
+1,766
+43% +$137K 0.04% 279
2024
Q3
$273K Buy
4,076
+1,308
+47% +$87.7K 0.03% 346
2024
Q2
$314K Sell
2,768
-162
-6% -$18.4K 0.03% 300
2024
Q1
$406K Buy
2,930
+490
+20% +$68K 0.04% 244
2023
Q4
$303K Buy
+2,440
New +$303K 0.03% 270
2023
Q3
Sell
-1,965
Closed -$253K 329
2023
Q2
$253K Buy
1,965
+97
+5% +$12.5K 0.04% 242
2023
Q1
$217K Buy
1,868
+5
+0.3% +$581 0.04% 260
2022
Q4
$211K Buy
+1,863
New +$211K 0.04% 250
2019
Q3
Sell
-80
Closed -$2K 353
2019
Q2
$2K Hold
80
﹤0.01% 679
2019
Q1
$2K Buy
+80
New +$2K ﹤0.01% 652