Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
+779
New +$202K 0.01% 1121
2024
Q2
Sell
-1,096
Closed -$293K 971
2024
Q1
$293K Sell
1,096
-307
-22% -$82.1K 0.02% 735
2023
Q4
$347K Sell
1,403
-27
-2% -$6.68K 0.02% 656
2023
Q3
$262K Sell
1,430
-157
-10% -$28.8K 0.02% 678
2023
Q2
$373K Sell
1,587
-9
-0.6% -$2.12K 0.03% 516
2023
Q1
$324K Buy
1,596
+128
+9% +$26K 0.02% 647
2022
Q4
$285K Buy
1,468
+60
+4% +$11.7K 0.03% 566
2022
Q3
$241 Buy
1,408
+234
+20% +$40 0.01% 602
2022
Q2
$215K Buy
+1,174
New +$215K 0.03% 555
2019
Q1
Sell
-130
Closed -$12K 728
2018
Q4
$12K Buy
+130
New +$12K 0.01% 1073
2018
Q1
$26K Hold
218
0.01% 794
2017
Q4
$26K Buy
+218
New +$26K 0.01% 788