Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438K Sell
8,473
-66
-0.8% -$3.42K 0.13% 91
2025
Q1
$399K Hold
8,539
0.13% 92
2024
Q4
$437K Buy
+8,539
New +$437K 0.13% 88
2024
Q2
$339K Sell
8,434
-24
-0.3% -$965 0.11% 97
2024
Q1
$339K Buy
8,458
+25
+0.3% +$1K 0.1% 99
2023
Q4
$318K Buy
8,433
+433
+5% +$16.3K 0.1% 99
2023
Q3
$222K Hold
8,000
0.08% 111
2023
Q2
$268K Buy
+8,000
New +$268K 0.09% 101
2019
Q3
$380K Buy
+8,539
New +$380K 0.11% 93