Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
+14,227
New +$312K ﹤0.01% 2698
2025
Q1
Sell
-13,298
Closed -$282K 3549
2024
Q4
$282K Buy
+13,298
New +$282K ﹤0.01% 2688
2024
Q2
Sell
-10,734
Closed -$237K 3257
2024
Q1
$237K Buy
10,734
+943
+10% +$20.8K ﹤0.01% 2629
2023
Q4
$219K Sell
9,791
-4,497
-31% -$101K ﹤0.01% 2618
2023
Q3
$307K Buy
+14,288
New +$307K ﹤0.01% 2132
2019
Q3
Sell
-7,334
Closed -$287K 948
2019
Q2
$287K Sell
7,334
-91
-1% -$3.56K ﹤0.01% 899
2019
Q1
$256K Buy
+7,425
New +$256K ﹤0.01% 870