Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$560K Hold
711
﹤0.01% 274
2025
Q1
$437K Sell
711
-100
-12% -$61.4K ﹤0.01% 294
2024
Q4
$510K Hold
811
﹤0.01% 284
2024
Q3
$504K Hold
811
﹤0.01% 282
2024
Q2
$533K Hold
811
﹤0.01% 275
2024
Q1
$527K Sell
811
-325
-29% -$211K ﹤0.01% 281
2023
Q4
$710K Sell
1,136
-125
-10% -$78.1K ﹤0.01% 261
2023
Q3
$644K Sell
1,261
-232
-16% -$119K ﹤0.01% 256
2023
Q2
$684K Buy
1,493
+85
+6% +$38.9K ﹤0.01% 264
2023
Q1
$628K Sell
1,408
-255
-15% -$114K ﹤0.01% 263
2022
Q4
$647K Buy
1,663
+91
+6% +$35.4K ﹤0.01% 261
2022
Q3
$609K Buy
1,572
+422
+37% +$163K ﹤0.01% 258
2022
Q2
$443K Hold
1,150
﹤0.01% 286
2022
Q1
$553K Sell
1,150
-50
-4% -$24K ﹤0.01% 285
2021
Q4
$772K Hold
1,200
﹤0.01% 265
2021
Q3
$647K Hold
1,200
﹤0.01% 277
2021
Q2
$588K Hold
1,200
﹤0.01% 282
2021
Q1
$460K Buy
+1,200
New +$460K ﹤0.01% 298