Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139K Buy
2,028
+79
+4% +$5.42K ﹤0.01% 1390
2025
Q1
$126K Sell
1,949
-107
-5% -$6.92K ﹤0.01% 1308
2024
Q4
$217K Sell
2,056
-384
-16% -$40.6K ﹤0.01% 1233
2024
Q3
$246K Sell
2,440
-1,909
-44% -$193K ﹤0.01% 1108
2024
Q2
$460K Buy
4,349
+33
+0.8% +$3.49K ﹤0.01% 859
2024
Q1
$607K Buy
4,316
+2,208
+105% +$310K ﹤0.01% 763
2023
Q4
$257K Buy
+2,108
New +$257K ﹤0.01% 994
2023
Q2
Sell
-2,870
Closed -$256K 1098
2023
Q1
$256K Buy
+2,870
New +$256K ﹤0.01% 833
2019
Q2
Sell
-3,194
Closed -$389K 515
2019
Q1
$389K Buy
3,194
+868
+37% +$106K 0.03% 304
2018
Q4
$216K Sell
2,326
-65
-3% -$6.04K 0.02% 358
2018
Q3
$345K Buy
2,391
+329
+16% +$47.5K 0.03% 290
2018
Q2
$308K Buy
2,062
+436
+27% +$65.1K 0.04% 284
2018
Q1
$246K Buy
+1,626
New +$246K 0.03% 297