Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
127,562
-7,392
-5% -$62K ﹤0.01% 4159
2025
Q1
$856K Buy
134,954
+14,581
+12% +$92.4K ﹤0.01% 4189
2024
Q4
$1.06M Buy
+120,373
New +$1.06M ﹤0.01% 4154
2022
Q4
Sell
-19,690
Closed -$362K 5686
2022
Q3
$362K Sell
19,690
-5,469
-22% -$101K ﹤0.01% 4729
2022
Q2
$535K Buy
25,159
+2,480
+11% +$52.7K ﹤0.01% 4668
2022
Q1
$704K Buy
22,679
+360
+2% +$11.2K ﹤0.01% 4694
2021
Q4
$1.02M Buy
+22,319
New +$1.02M ﹤0.01% 4593