Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$122K Sell
260
-95
-27% -$44.6K 0.06% 215
2025
Q1
$165K Hold
355
0.09% 185
2024
Q4
$149K Buy
355
+56
+19% +$23.4K 0.08% 193
2024
Q3
$143K Buy
299
+5
+2% +$2.38K 0.08% 196
2024
Q2
$129K Buy
294
+44
+18% +$19.3K 0.07% 191
2024
Q1
$116K Buy
250
+2
+0.8% +$929 0.07% 202
2023
Q4
$102K Hold
248
0.07% 207
2023
Q3
$92.3K Buy
+248
New +$92.3K 0.07% 212
2020
Q2
Sell
-285
Closed -$49K 345
2020
Q1
$49K Hold
285
0.06% 205
2019
Q4
$61K Buy
+285
New +$61K 0.06% 213