Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
440
+1
+0.2% +$477 0.01% 753
2025
Q1
$161K Buy
439
+177
+68% +$65K 0.01% 873
2024
Q4
$106K Hold
262
﹤0.01% 1013
2024
Q3
$132K Hold
262
﹤0.01% 838
2024
Q2
$113K Sell
262
-549
-68% -$236K ﹤0.01% 862
2024
Q1
$307K Buy
811
+549
+210% +$208K 0.01% 658
2023
Q4
$88K Hold
262
﹤0.01% 1027
2023
Q3
$82.3K Hold
262
﹤0.01% 1009
2023
Q2
$89.3K Sell
262
-200
-43% -$68.2K ﹤0.01% 1003
2023
Q1
$137K Buy
462
+200
+76% +$59.3K 0.01% 859
2022
Q4
$79K Hold
262
﹤0.01% 823
2022
Q3
$68K Hold
262
﹤0.01% 842
2022
Q2
$74K Hold
262
﹤0.01% 1147
2022
Q1
$79K Sell
262
-3
-1% -$905 ﹤0.01% 1259
2021
Q4
$71K Buy
265
+3
+1% +$804 ﹤0.01% 1553
2021
Q3
$69K Hold
262
﹤0.01% 1342
2021
Q2
$67K Sell
262
-3
-1% -$767 ﹤0.01% 1357
2021
Q1
$65K Buy
+265
New +$65K ﹤0.01% 1589