Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$596K Buy
5,598
+2,589
+86% +$276K 0.04% 263
2025
Q1
$264K Sell
3,009
-515
-15% -$45.2K 0.02% 354
2024
Q4
$409K Buy
3,524
+761
+28% +$88.3K 0.03% 294
2024
Q3
$341K Buy
2,763
+162
+6% +$20K 0.04% 295
2024
Q2
$335K Buy
2,601
+67
+3% +$8.63K 0.03% 288
2024
Q1
$266K Buy
+2,534
New +$266K 0.03% 338
2019
Q1
Hold
0
946
2018
Q4
Sell
-34
Closed -$1K 947
2018
Q3
$1K Sell
34
-107
-76% -$3.15K ﹤0.01% 741
2018
Q2
$10K Buy
141
+6
+4% +$426 0.01% 467
2018
Q1
$8K Buy
135
+25
+23% +$1.48K 0.01% 466
2017
Q4
$6K Buy
+110
New +$6K ﹤0.01% 524