Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
16,235
+167
+1% +$2.99K ﹤0.01% 641
2025
Q1
$333K Hold
16,068
﹤0.01% 613
2024
Q4
$190K Hold
16,068
﹤0.01% 786
2024
Q3
$196K Buy
16,068
+2,243
+16% +$27.3K ﹤0.01% 804
2024
Q2
$101K Sell
13,825
-1,183
-8% -$8.67K ﹤0.01% 777
2024
Q1
$115K Sell
15,008
-553
-4% -$4.25K ﹤0.01% 763
2023
Q4
$227K Buy
15,561
+223
+1% +$3.25K ﹤0.01% 683
2023
Q3
$282K Buy
15,338
+609
+4% +$11.2K ﹤0.01% 602
2023
Q2
$198K Sell
14,729
-267
-2% -$3.58K ﹤0.01% 729
2023
Q1
$167K Sell
14,996
-5,504
-27% -$61.2K ﹤0.01% 745
2022
Q4
$204K Buy
+20,500
New +$204K ﹤0.01% 702