Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Sell
614
-557
-48% -$183K 0.02% 932
2025
Q1
$313K Sell
1,171
-343
-23% -$91.6K 0.05% 563
2024
Q4
$360K Buy
+1,514
New +$360K 0.05% 432
2024
Q3
Sell
-1,766
Closed -$395K 1871
2024
Q2
$395K Buy
+1,766
New +$395K ﹤0.01% 610
2022
Q3
Sell
-1,565
Closed -$205K 1596
2022
Q2
$205K Buy
+1,565
New +$205K 0.01% 713
2021
Q4
Sell
-4,075
Closed -$537K 1198
2021
Q3
$537K Buy
+4,075
New +$537K 0.02% 245
2019
Q4
Sell
-1,691
Closed -$211K 1008
2019
Q3
$211K Buy
+1,691
New +$211K ﹤0.01% 543
2018
Q4
Sell
-2,419
Closed -$224K 1390
2018
Q3
$224K Buy
+2,419
New +$224K ﹤0.01% 716