Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Buy
3,730
+278
+8% +$18.1K 0.01% 1024
2025
Q1
$213K Buy
3,452
+24
+0.7% +$1.48K 0.01% 996
2024
Q4
$247K Sell
3,428
-2,460
-42% -$177K 0.01% 923
2024
Q3
$480K Sell
5,888
-585
-9% -$47.7K 0.02% 589
2024
Q2
$481K Buy
6,473
+55
+0.9% +$4.08K 0.02% 573
2024
Q1
$500K Sell
6,418
-1,731
-21% -$135K 0.03% 517
2023
Q4
$582K Buy
8,149
+206
+3% +$14.7K 0.03% 463
2023
Q3
$551K Buy
7,943
+1,642
+26% +$114K 0.04% 397
2023
Q2
$510K Buy
+6,301
New +$510K 0.05% 412
2019
Q1
Sell
-146
Closed -$6K 939
2018
Q4
$6K Buy
+146
New +$6K ﹤0.01% 1314
2018
Q1
$5K Hold
147
﹤0.01% 1303
2017
Q4
$6K Buy
+147
New +$6K ﹤0.01% 1233