Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
19,386
-91
-0.5% -$1.02K ﹤0.01% 3153
2025
Q1
$179K Buy
19,477
+3,293
+20% +$30.3K ﹤0.01% 3104
2024
Q4
$127K Buy
16,184
+358
+2% +$2.82K ﹤0.01% 3095
2024
Q3
$198K Buy
15,826
+1,181
+8% +$14.8K ﹤0.01% 2842
2024
Q2
$88K Buy
+14,645
New +$88K ﹤0.01% 2845
2021
Q2
Sell
-5,698
Closed -$379K 2267
2021
Q1
$379K Buy
+5,698
New +$379K ﹤0.01% 1606