Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$886K Buy
120
+2
+2% +$14.8K ﹤0.01% 811
2025
Q1
$855K Sell
118
-68
-37% -$493K ﹤0.01% 828
2024
Q4
$1.52M Sell
186
-113
-38% -$924K 0.01% 621
2024
Q3
$2.93M Sell
299
-22
-7% -$216K 0.01% 618
2024
Q2
$2.44M Buy
321
+8
+3% +$60.7K 0.01% 621
2024
Q1
$2.54M Buy
313
+42
+15% +$340K 0.01% 535
2023
Q4
$1.9M Buy
271
+135
+99% +$945K 0.01% 607
2023
Q3
$811K Sell
136
-16
-11% -$95.4K ﹤0.01% 915
2023
Q2
$965K Buy
152
+114
+300% +$724K ﹤0.01% 832
2023
Q1
$212K Buy
+38
New +$212K ﹤0.01% 732
2019
Q2
Sell
-16
Closed -$44K 1277
2019
Q1
$44K Hold
16
﹤0.01% 818
2018
Q4
$39K Buy
+16
New +$39K ﹤0.01% 556