Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Hold
1,418
0.06% 163
2025
Q1
$544K Sell
1,418
-406
-22% -$156K 0.07% 151
2024
Q4
$811K Sell
1,824
-127
-7% -$56.5K 0.1% 132
2024
Q3
$1.01M Buy
1,951
+1,368
+235% +$708K 0.12% 120
2024
Q2
$324K Hold
583
0.04% 164
2024
Q1
$294K Buy
+583
New +$294K 0.04% 169
2023
Q1
Sell
-52
Closed -$17K 189
2022
Q4
$17K Sell
52
-1
-2% -$327 ﹤0.01% 319
2022
Q3
$15K Hold
53
﹤0.01% 333
2022
Q2
$19K Sell
53
-13
-20% -$4.66K ﹤0.01% 397
2022
Q1
$30K Sell
66
-2
-3% -$909 ﹤0.01% 385
2021
Q4
$39K Buy
68
+35
+106% +$20.1K 0.01% 361
2021
Q3
$19K Hold
33
﹤0.01% 351
2021
Q2
$19K Hold
33
﹤0.01% 333
2021
Q1
$16K Buy
+33
New +$16K ﹤0.01% 324