Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Sell
1,122
-431
-28% -$134K 0.01% 859
2025
Q1
$523K Buy
1,553
+134
+9% +$45.2K 0.02% 612
2024
Q4
$482K Buy
1,419
+380
+37% +$129K 0.02% 624
2024
Q3
$301K Sell
1,039
-43
-4% -$12.5K 0.01% 758
2024
Q2
$283K Sell
1,082
-301
-22% -$78.7K 0.01% 782
2024
Q1
$410K Buy
1,383
+124
+10% +$36.7K 0.02% 603
2023
Q4
$364K Sell
1,259
-127
-9% -$36.7K 0.02% 640
2023
Q3
$354K Sell
1,386
-20
-1% -$5.1K 0.03% 550
2023
Q2
$405K Sell
1,406
-147
-9% -$42.4K 0.04% 483
2023
Q1
$383K Buy
1,553
+488
+46% +$120K 0.02% 567
2022
Q4
$243K Buy
+1,065
New +$243K 0.02% 620
2019
Q1
Sell
-69
Closed -$10K 1446
2018
Q4
$10K Sell
69
-1,815
-96% -$263K ﹤0.01% 1147
2018
Q3
$345K Buy
+1,884
New +$345K 0.16% 184
2018
Q1
$300K Sell
2,031
-145
-7% -$21.4K 0.14% 177
2017
Q4
$379K Buy
+2,176
New +$379K 0.18% 139