Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$521K Buy
1,713
+647
+61% +$197K ﹤0.01% 989
2025
Q1
$286K Buy
1,066
+66
+7% +$17.7K ﹤0.01% 1114
2024
Q4
$246K Sell
1,000
-286
-22% -$70.4K ﹤0.01% 1121
2024
Q3
$295K Buy
1,286
+3
+0.2% +$687 ﹤0.01% 1046
2024
Q2
$259K Buy
1,283
+37
+3% +$7.46K ﹤0.01% 1040
2024
Q1
$243K Buy
+1,246
New +$243K ﹤0.01% 1029
2022
Q2
Sell
-1,885
Closed -$209K 906
2022
Q1
$209K Hold
1,885
﹤0.01% 829
2021
Q4
$264K Hold
1,885
﹤0.01% 752
2021
Q3
$255K Hold
1,885
﹤0.01% 725
2021
Q2
$265K Sell
1,885
-217
-10% -$30.5K ﹤0.01% 701
2021
Q1
$258K Buy
+2,102
New +$258K 0.01% 654
2020
Q4
Sell
-1,487
Closed -$232K 700
2020
Q3
$232K Sell
1,487
-48
-3% -$7.49K 0.01% 566
2020
Q2
$215K Buy
+1,535
New +$215K 0.01% 579