Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Sell
5,797
-1,669
-22% -$85.6K ﹤0.01% 633
2025
Q1
$267K Buy
7,466
+2,020
+37% +$72.4K ﹤0.01% 681
2024
Q4
$269K Buy
5,446
+29
+0.5% +$1.43K ﹤0.01% 693
2024
Q3
$258K Sell
5,417
-12
-0.2% -$573 ﹤0.01% 715
2024
Q2
$236K Sell
5,429
-1,262
-19% -$55K ﹤0.01% 700
2024
Q1
$283K Buy
+6,691
New +$283K ﹤0.01% 623
2023
Q1
Sell
-5,871
Closed -$203K 778
2022
Q4
$203K Buy
+5,871
New +$203K ﹤0.01% 703
2018
Q1
Sell
-518
Closed -$27K 583
2017
Q4
$27K Hold
518
﹤0.01% 549
2017
Q3
$22K Buy
+518
New +$22K ﹤0.01% 560