Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$546K Buy
3,940
+949
+32% +$131K 0.01% 455
2025
Q1
$478K Buy
2,991
+574
+24% +$91.7K 0.01% 428
2024
Q4
$321K Sell
2,417
-158
-6% -$21K 0.01% 470
2024
Q3
$350K Buy
2,575
+402
+18% +$54.6K 0.01% 437
2024
Q2
$321K Buy
+2,173
New +$321K 0.01% 439
2023
Q4
Sell
-1,723
Closed -$264K 403
2023
Q3
$264K Buy
+1,723
New +$264K 0.01% 305
2020
Q3
Sell
-411
Closed -$21K 527
2020
Q2
$21K Buy
411
+85
+26% +$4.34K ﹤0.01% 611
2020
Q1
$11K Sell
326
-406
-55% -$13.7K ﹤0.01% 725
2019
Q4
$49K Buy
732
+605
+476% +$40.5K ﹤0.01% 437
2019
Q3
$8K Sell
127
-356
-74% -$22.4K ﹤0.01% 598
2019
Q2
$31K Sell
483
-375
-44% -$24.1K ﹤0.01% 407
2019
Q1
$52K Buy
+858
New +$52K ﹤0.01% 349
2016
Q1
Sell
-7
Closed 718
2015
Q4
$0 Buy
+7
New ﹤0.01% 764