Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$364K Buy
6,695
+578
+9% +$31.4K ﹤0.01% 968
2025
Q1
$308K Sell
6,117
-47
-0.8% -$2.37K ﹤0.01% 1009
2024
Q4
$280K Buy
6,164
+43
+0.7% +$1.95K ﹤0.01% 1044
2024
Q3
$291K Sell
6,121
-9
-0.1% -$427 ﹤0.01% 1067
2024
Q2
$281K Buy
6,130
+150
+3% +$6.88K ﹤0.01% 1047
2024
Q1
$259K Sell
5,980
-2
-0% -$87 ﹤0.01% 1073
2023
Q4
$237K Sell
5,982
-47
-0.8% -$1.86K ﹤0.01% 1085
2023
Q3
$203K Hold
6,029
﹤0.01% 1078
2023
Q2
$202K Buy
+6,029
New +$202K ﹤0.01% 1095
2020
Q3
Sell
-12,209
Closed -$288K 1058
2020
Q2
$288K Buy
+12,209
New +$288K ﹤0.01% 854