Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Buy
1,580
+17
+1% +$2.35K 0.09% 202
2025
Q1
$249K Sell
1,563
-127
-8% -$20.2K 0.15% 131
2024
Q4
$224K Buy
1,690
+365
+28% +$48.4K 0.12% 165
2024
Q3
$179K Sell
1,325
-7,505
-85% -$1.01M 0.09% 178
2024
Q2
$1.3M Sell
8,830
-6,570
-43% -$969K 0.87% 28
2024
Q1
$2.35K Buy
15,400
+5,400
+54% +$824 1.42% 14
2023
Q4
$1.44M Buy
+10,000
New +$1.44M 1.6% 14
2019
Q4
Sell
-330
Closed -$19K 836
2019
Q3
$19K Buy
+330
New +$19K 0.01% 512
2019
Q1
Sell
-5,200
Closed -$210K 730
2018
Q4
$210K Buy
+5,200
New +$210K 0.07% 124
2018
Q3
Sell
-22
Closed -$1K 895
2018
Q2
$1K Buy
+22
New +$1K ﹤0.01% 798