Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Sell
1,085
-6
-0.5% -$1.91K 0.04% 82
2025
Q1
$283K Buy
1,091
+176
+19% +$45.6K 0.04% 81
2024
Q4
$370K Hold
915
0.05% 75
2024
Q3
$202K Buy
+915
New +$202K 0.03% 90
2024
Q1
Sell
-960
Closed -$239K 93
2023
Q4
$239K Hold
960
0.05% 85
2023
Q3
$240K Hold
960
0.06% 73
2023
Q2
$251K Buy
+960
New +$251K 0.06% 73
2020
Q3
Sell
-7,050
Closed -$508K 76
2020
Q2
$508K Buy
+7,050
New +$508K 0.22% 34