Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$440K Sell
822
-84
-9% -$44.9K 0.06% 172
2025
Q1
$335K Sell
906
-35
-4% -$12.9K 0.05% 193
2024
Q4
$427K Sell
941
-124
-12% -$56.3K 0.06% 139
2024
Q3
$459K Sell
1,065
-34
-3% -$14.6K 0.07% 144
2024
Q2
$391K Buy
1,099
+89
+9% +$31.7K 0.08% 132
2024
Q1
$354K Buy
+1,010
New +$354K 0.06% 165
2023
Q1
Sell
-119
Closed -$17.6K 318
2022
Q4
$17.6K Buy
+119
New +$17.6K ﹤0.01% 551
2019
Q2
Sell
-57
Closed -$4K 224
2019
Q1
$4K Buy
+57
New +$4K ﹤0.01% 384
2018
Q4
Sell
-5,706
Closed -$429K 216
2018
Q3
$429K Sell
5,706
-88
-2% -$6.62K 0.33% 43
2018
Q2
$441K Sell
5,794
-84
-1% -$6.39K 0.35% 39
2018
Q1
$458K Buy
5,878
+5,821
+10,212% +$454K 0.4% 29
2017
Q4
$5K Buy
+57
New +$5K ﹤0.01% 402