Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Sell
621
-55
-8% -$25.8K 0.03% 468
2025
Q1
$315K Buy
676
+45
+7% +$21K 0.03% 412
2024
Q4
$264K Buy
631
+145
+30% +$60.7K 0.03% 486
2024
Q3
$232K Buy
486
+11
+2% +$5.24K 0.02% 507
2024
Q2
$208K Sell
475
-137
-22% -$60.1K 0.02% 519
2024
Q1
$284K Buy
612
+117
+24% +$54.4K 0.03% 366
2023
Q4
$203K Buy
+495
New +$203K 0.02% 519
2022
Q2
Sell
-794
Closed -$253K 661
2022
Q1
$253K Buy
794
+131
+20% +$41.7K 0.03% 579
2021
Q4
$230K Buy
+663
New +$230K 0.02% 609
2020
Q2
Sell
-1,607
Closed -$278K 492
2020
Q1
$278K Buy
1,607
+612
+62% +$106K 0.06% 306
2019
Q4
$212K Buy
+995
New +$212K 0.04% 449