Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$601K Sell
1,833
-170
-8% -$55.8K ﹤0.01% 731
2025
Q1
$535K Buy
2,003
+18
+0.9% +$4.81K ﹤0.01% 972
2024
Q4
$472K Sell
1,985
-571
-22% -$136K ﹤0.01% 741
2024
Q3
$668K Buy
2,556
+193
+8% +$50.5K ﹤0.01% 651
2024
Q2
$528K Buy
2,363
+571
+32% +$128K ﹤0.01% 646
2024
Q1
$342K Buy
1,792
+573
+47% +$109K ﹤0.01% 753
2023
Q4
$218K Buy
+1,219
New +$218K ﹤0.01% 720
2019
Q4
Sell
-27,469
Closed -$2.67M 712
2019
Q3
$2.67M Hold
27,469
0.02% 387
2019
Q2
$2.84M Buy
+27,469
New +$2.84M 0.02% 457