Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16K Buy
30
+9
+43% +$4.81K ﹤0.01% 527
2025
Q1
$7.76K Buy
+21
New +$7.76K ﹤0.01% 595
2024
Q4
Sell
-166
Closed -$71.5K 921
2024
Q3
$71.5K Sell
166
-21,094
-99% -$9.08M 0.01% 160
2024
Q2
$7.76M Buy
21,260
+1,630
+8% +$595K 0.67% 40
2024
Q1
$6.87M Buy
19,630
+105
+0.5% +$36.8K 0.61% 56
2023
Q4
$4.21M Buy
19,525
+1,000
+5% +$215K 0.4% 88
2023
Q3
$3.9M Buy
18,525
+1,072
+6% +$226K 0.41% 75
2023
Q2
$3.22M Buy
+17,453
New +$3.22M 0.34% 95
2016
Q2
Sell
-49
Closed -$2K 363
2016
Q1
$2K Buy
+49
New +$2K ﹤0.01% 381