Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$514K Buy
1,024
+102
+11% +$51.2K 0.02% 710
2025
Q1
$429K Buy
922
+279
+43% +$130K 0.02% 679
2024
Q4
$304K Buy
643
+1
+0.2% +$473 0.01% 833
2024
Q3
$305K Buy
642
+29
+5% +$13.8K 0.01% 752
2024
Q2
$258K Sell
613
-86
-12% -$36.2K 0.01% 824
2024
Q1
$275K Buy
699
+46
+7% +$18.1K 0.01% 752
2023
Q4
$255K Sell
653
-930
-59% -$363K 0.01% 745
2023
Q3
$500K Buy
1,583
+898
+131% +$284K 0.04% 429
2023
Q2
$238K Buy
+685
New +$238K 0.02% 675
2022
Q2
Sell
-627
Closed -$212K 689
2022
Q1
$212K Sell
627
-302
-33% -$102K 0.02% 601
2021
Q4
$363K Buy
929
+339
+57% +$132K 0.04% 446
2021
Q3
$238K Buy
+590
New +$238K 0.03% 517
2019
Q1
Sell
-40
Closed -$5K 1130
2018
Q4
$5K Buy
+40
New +$5K ﹤0.01% 1365
2018
Q1
$6K Hold
40
﹤0.01% 1257
2017
Q4
$6K Buy
+40
New +$6K ﹤0.01% 1239