Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$106K Sell
595
-63
-10% -$11.3K 0.01% 630
2025
Q1
$105K Buy
658
+19
+3% +$3.05K 0.01% 618
2024
Q4
$111K Sell
639
-1
-0.2% -$174 0.01% 614
2024
Q3
$145K Sell
640
-22
-3% -$4.98K 0.01% 580
2024
Q2
$148K Sell
662
-49
-7% -$11K 0.01% 549
2024
Q1
$182K Buy
711
+18
+3% +$4.6K 0.01% 482
2023
Q4
$158K Buy
+693
New +$158K 0.01% 457
2018
Q1
Sell
-20,000
Closed -$1.39M 381
2017
Q4
$1.39M Buy
+20,000
New +$1.39M 0.15% 158