Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$989K Buy
3,298
+772
+31% +$231K 0.03% 518
2025
Q1
$702K Buy
2,526
+245
+11% +$68.1K 0.03% 531
2024
Q4
$512K Sell
2,281
-87
-4% -$19.5K 0.02% 614
2024
Q3
$533K Sell
2,368
-238
-9% -$53.6K 0.02% 566
2024
Q2
$587K Buy
2,606
+699
+37% +$157K 0.03% 501
2024
Q1
$463K Sell
1,907
-841
-31% -$204K 0.02% 544
2023
Q4
$564K Buy
2,748
+3
+0.1% +$616 0.03% 479
2023
Q3
$494K Sell
2,745
-760
-22% -$137K 0.04% 435
2023
Q2
$675K Buy
3,505
+264
+8% +$50.8K 0.06% 336
2023
Q1
$519K Buy
3,241
+212
+7% +$33.9K 0.03% 467
2022
Q4
$502K Buy
3,029
+466
+18% +$77.2K 0.05% 384
2022
Q3
$4.61K Buy
+2,563
New +$4.61K 0.18% 77
2019
Q1
Sell
-90
Closed -$6K 638
2018
Q4
$6K Buy
+90
New +$6K ﹤0.01% 1301
2018
Q1
$8K Sell
94
-2
-2% -$170 ﹤0.01% 1153
2017
Q4
$9K Buy
+96
New +$9K ﹤0.01% 1109