Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Sell
1,022
-76
-7% -$22.4K ﹤0.01% 629
2025
Q1
$292K Buy
1,098
+7
+0.6% +$1.86K ﹤0.01% 654
2024
Q4
$274K Buy
1,091
+59
+6% +$14.8K ﹤0.01% 680
2024
Q3
$227K Buy
+1,032
New +$227K ﹤0.01% 755
2022
Q1
Sell
-855
Closed -$209K 769
2021
Q4
$209K Buy
+855
New +$209K ﹤0.01% 719
2021
Q2
Sell
-1,026
Closed -$214K 728
2021
Q1
$214K Buy
+1,026
New +$214K ﹤0.01% 671
2018
Q4
Sell
-1,436
Closed -$286K 515
2018
Q3
$286K Buy
+1,436
New +$286K 0.01% 410