Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$421K Buy
57
+13
+30% +$96K ﹤0.01% 534
2025
Q1
$319K Hold
44
﹤0.01% 625
2024
Q4
$360K Buy
44
+1
+2% +$8.18K ﹤0.01% 594
2024
Q3
$422K Sell
43
-1
-2% -$9.81K ﹤0.01% 557
2024
Q2
$334K Hold
44
﹤0.01% 584
2024
Q1
$356K Buy
44
+1
+2% +$8.1K ﹤0.01% 554
2023
Q4
$301K Buy
43
+2
+5% +$14K ﹤0.01% 591
2023
Q3
$244K Buy
41
+1
+3% +$5.96K ﹤0.01% 646
2023
Q2
$254K Hold
40
﹤0.01% 643
2023
Q1
$223K Buy
+40
New +$223K ﹤0.01% 699
2022
Q1
Sell
-34
Closed -$201K 789
2021
Q4
$201K Buy
+34
New +$201K ﹤0.01% 736
2018
Q1
Sell
-61
Closed -$214K 627
2017
Q4
$214K Buy
61
+56
+1,120% +$196K ﹤0.01% 417
2017
Q3
$14K Buy
+5
New +$14K ﹤0.01% 630