Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
+519
New +$201K 0.02% 196
2025
Q1
Sell
-488
Closed -$217K 190
2024
Q4
$217K Sell
488
-73
-13% -$32.5K 0.02% 176
2024
Q3
$290K Buy
561
+8
+1% +$4.14K 0.03% 156
2024
Q2
$307K Buy
553
+5
+0.9% +$2.78K 0.03% 146
2024
Q1
$277K Sell
548
-5
-0.9% -$2.52K 0.03% 154
2023
Q4
$330K Buy
+553
New +$330K 0.04% 135
2017
Q2
Sell
-840
Closed -$110K 164
2017
Q1
$110K Buy
+840
New +$110K 0.03% 162