Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.66K Hold
11
﹤0.01% 523
2025
Q1
$6.75K Sell
11
-52
-83% -$31.9K ﹤0.01% 531
2024
Q4
$39.6K Hold
63
﹤0.01% 392
2024
Q3
$39.1K Sell
63
-1,534
-96% -$953K ﹤0.01% 397
2024
Q2
$1.05M Hold
1,597
0.13% 143
2024
Q1
$1.04M Sell
1,597
-58
-4% -$37.7K 0.14% 138
2023
Q4
$1.03M Sell
1,655
-108
-6% -$67.5K 0.15% 136
2023
Q3
$901K Buy
+1,763
New +$901K 0.15% 140
2022
Q2
Sell
-1,895
Closed -$911K 204
2022
Q1
$911K Buy
+1,895
New +$911K 0.14% 124
2018
Q4
Sell
-2,309
Closed -$525K 112
2018
Q3
$525K Buy
2,309
+11
+0.5% +$2.5K 0.22% 85
2018
Q2
$470K Buy
2,298
+300
+15% +$61.4K 0.21% 86
2018
Q1
$346K Buy
+1,998
New +$346K 0.15% 107