Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
49
+18
+58% +$133K ﹤0.01% 449
2025
Q1
$225K Buy
31
+11
+55% +$79.7K ﹤0.01% 501
2024
Q4
$164K Buy
20
+11
+122% +$90K ﹤0.01% 525
2024
Q3
$88.3K Buy
+9
New +$88.3K ﹤0.01% 628
2024
Q2
Sell
-2
Closed -$16.2K 1299
2024
Q1
$16.2K Hold
2
﹤0.01% 768
2023
Q4
$14K Hold
2
﹤0.01% 781
2023
Q3
$11.9K Hold
2
﹤0.01% 907
2023
Q2
$12.7K Buy
+2
New +$12.7K ﹤0.01% 901
2022
Q2
Sell
-1
Closed -$4K 1153
2022
Q1
$4K Hold
1
﹤0.01% 1023
2021
Q4
$6K Buy
+1
New +$6K ﹤0.01% 1023
2019
Q3
Sell
-25
Closed -$84K 1073
2019
Q2
$84K Hold
25
﹤0.01% 493
2019
Q1
$69K Buy
+25
New +$69K ﹤0.01% 523