Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$448K Sell
777
-12
-2% -$6.92K ﹤0.01% 554
2025
Q1
$446K Buy
789
+61
+8% +$34.5K ﹤0.01% 540
2024
Q4
$437K Buy
728
+346
+91% +$208K ﹤0.01% 534
2024
Q3
$223K Buy
382
+43
+13% +$25.1K ﹤0.01% 688
2024
Q2
$163K Buy
339
+110
+48% +$53K ﹤0.01% 740
2024
Q1
$128K Buy
229
+72
+46% +$40.4K ﹤0.01% 818
2023
Q4
$88.8K Buy
157
+60
+62% +$33.9K ﹤0.01% 897
2023
Q3
$49.8K Sell
97
-180
-65% -$92.4K ﹤0.01% 1039
2023
Q2
$130K Buy
277
+162
+141% +$76K ﹤0.01% 764
2023
Q1
$64.4K Buy
115
+14
+14% +$7.84K ﹤0.01% 925
2022
Q4
$47K Buy
101
+61
+153% +$28.4K ﹤0.01% 1024
2022
Q3
$17K Buy
40
+5
+14% +$2.13K ﹤0.01% 1353
2022
Q2
$14K Sell
35
-17
-33% -$6.8K ﹤0.01% 1462
2022
Q1
$26K Hold
52
﹤0.01% 1276
2021
Q4
$32K Hold
52
﹤0.01% 1210
2021
Q3
$32K Buy
52
+12
+30% +$7.39K ﹤0.01% 1101
2021
Q2
$21K Hold
40
﹤0.01% 1226
2021
Q1
$17K Hold
40
﹤0.01% 1189
2020
Q4
$18K Buy
+40
New +$18K ﹤0.01% 1158
2013
Q3
Sell
-3,413
Closed -$114K 1779
2013
Q2
$114K Buy
+3,413
New +$114K ﹤0.01% 807