Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$632K Hold
5,572
0.2% 105
2025
Q1
$737K Sell
5,572
-106
-2% -$14K 0.24% 83
2024
Q4
$481K Sell
5,678
-1,744
-23% -$148K 0.17% 118
2024
Q3
$788K Sell
7,422
-4,139
-36% -$439K 0.29% 77
2024
Q2
$832K Hold
11,561
0.34% 68
2024
Q1
$837K Buy
+11,561
New +$837K 0.37% 63
2023
Q4
Sell
-6
Closed -$1K 683
2023
Q3
$1K Hold
6
﹤0.01% 649
2023
Q2
$1K Hold
6
﹤0.01% 662
2023
Q1
$1K Hold
6
﹤0.01% 648
2022
Q4
$1K Hold
6
﹤0.01% 622
2022
Q3
$0 Hold
6
﹤0.01% 664
2022
Q2
$1K Hold
6
﹤0.01% 628
2022
Q1
$1K Sell
6
-619
-99% -$103K ﹤0.01% 649
2021
Q4
$74K Buy
+625
New +$74K 0.05% 251