Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
862
+25
+3% +$7.74K 0.02% 341
2025
Q1
$219K Sell
837
-10
-1% -$2.62K 0.02% 361
2024
Q4
$250K Hold
847
0.02% 343
2024
Q3
$233K Sell
847
-10
-1% -$2.76K 0.02% 363
2024
Q2
$212K Sell
857
-1,095
-56% -$271K 0.02% 365
2024
Q1
$508K Sell
1,952
-30
-2% -$7.81K 0.04% 275
2023
Q4
$483K Buy
1,982
+535
+37% +$130K 0.04% 269
2023
Q3
$299K Buy
+1,447
New +$299K 0.03% 266
2018
Q3
Sell
-1,664
Closed -$218K 186
2018
Q2
$218K Sell
1,664
-655
-28% -$85.8K 0.04% 178
2018
Q1
$291K Buy
2,319
+40
+2% +$5.02K 0.05% 171
2017
Q4
$239K Sell
2,279
-145
-6% -$15.2K 0.04% 181
2017
Q3
$272K Hold
2,424
0.04% 179
2017
Q2
$244K Hold
2,424
0.04% 185
2017
Q1
$210K Buy
+2,424
New +$210K 0.03% 199