Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Sell
2,249
-112
-5% -$17.6K ﹤0.01% 676
2025
Q1
$305K Sell
2,361
-4
-0.2% -$517 ﹤0.01% 686
2024
Q4
$338K Sell
2,365
-34
-1% -$4.86K ﹤0.01% 656
2024
Q3
$359K Buy
2,399
+215
+10% +$32.1K ﹤0.01% 658
2024
Q2
$282K Sell
2,184
-1
-0% -$129 ﹤0.01% 704
2024
Q1
$297K Sell
2,185
-118
-5% -$16.1K ﹤0.01% 708
2023
Q4
$275K Sell
2,303
-35
-1% -$4.18K ﹤0.01% 722
2023
Q3
$229K Buy
+2,338
New +$229K ﹤0.01% 740
2019
Q2
Sell
-439
Closed -$25K 1255
2019
Q1
$25K Hold
439
﹤0.01% 1309
2018
Q4
$21K Hold
439
﹤0.01% 1343
2018
Q3
$27K Hold
439
﹤0.01% 1372
2018
Q2
$23K Hold
439
﹤0.01% 1423
2018
Q1
$22K Hold
439
﹤0.01% 1441
2017
Q4
$23K Buy
+439
New +$23K ﹤0.01% 1461