Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Sell
1,878
-48
-2% -$10.9K 0.04% 106
2025
Q1
$320K Sell
1,926
-1,955
-50% -$325K 0.03% 112
2024
Q4
$766K Sell
3,881
-1
-0% -$197 0.08% 95
2024
Q3
$674K Buy
3,882
+214
+6% +$37.2K 0.07% 99
2024
Q2
$638K Buy
3,668
+722
+25% +$125K 0.07% 98
2024
Q1
$401K Sell
2,946
-4
-0.1% -$544 0.04% 106
2023
Q4
$307K Sell
2,950
-1
-0% -$104 0.03% 112
2023
Q3
$256K Hold
2,951
0.03% 119
2023
Q2
$298K Buy
+2,951
New +$298K 0.03% 118
2017
Q4
Sell
-84
Closed -$3K 372
2017
Q3
$3K Buy
+84
New +$3K ﹤0.01% 410