Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Sell
2,388
-69
-3% -$9.56K ﹤0.01% 739
2025
Q1
$392K Buy
2,457
+205
+9% +$32.7K ﹤0.01% 745
2024
Q4
$299K Buy
2,252
+71
+3% +$9.44K ﹤0.01% 729
2024
Q3
$296K Sell
2,181
-87
-4% -$11.8K ﹤0.01% 735
2024
Q2
$335K Sell
2,268
-184
-8% -$27.1K 0.01% 694
2024
Q1
$374K Buy
2,452
+21
+0.9% +$3.21K 0.01% 712
2023
Q4
$350K Buy
+2,431
New +$350K 0.01% 696
2018
Q3
Sell
-60
Closed -$4K 297
2018
Q2
$4K Buy
+60
New +$4K ﹤0.01% 298