Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$594K Buy
19,824
+786
+4% +$23.5K ﹤0.01% 332
2025
Q1
$418K Buy
19,038
+2,221
+13% +$48.7K ﹤0.01% 341
2024
Q4
$370K Buy
16,817
+409
+2% +$8.99K ﹤0.01% 343
2024
Q3
$403K Sell
16,408
-373
-2% -$9.16K ﹤0.01% 337
2024
Q2
$352K Buy
16,781
+1,007
+6% +$21.1K ﹤0.01% 349
2024
Q1
$281K Sell
15,774
-2,735
-15% -$48.7K ﹤0.01% 342
2023
Q4
$303K Buy
+18,509
New +$303K ﹤0.01% 357
2021
Q3
Sell
-34,956
Closed -$1.46M 336
2021
Q2
$1.46M Buy
+34,956
New +$1.46M 0.01% 281