Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
562
+8
+1% +$4.1K 0.01% 295
2025
Q1
$238K Hold
554
0.01% 317
2024
Q4
$269K Sell
554
-17
-3% -$8.25K 0.01% 297
2024
Q3
$289K Buy
571
+13
+2% +$6.58K 0.01% 296
2024
Q2
$332K Sell
558
-20
-3% -$11.9K 0.01% 269
2024
Q1
$330K Sell
578
-102
-15% -$58.3K 0.01% 276
2023
Q4
$350K Buy
680
+109
+19% +$56.1K 0.01% 270
2023
Q3
$262K Sell
571
-5
-0.9% -$2.3K 0.01% 272
2023
Q2
$251K Buy
576
+5
+0.9% +$2.18K 0.01% 290
2023
Q1
$221K Buy
+571
New +$221K 0.01% 298
2022
Q1
Sell
-570
Closed -$210K 367
2021
Q4
$210K Buy
+570
New +$210K 0.01% 346