Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Buy
705
+131
+23% +$105K 0.42% 59
2025
Q1
$380K Buy
574
+97
+20% +$64.3K 0.3% 75
2024
Q4
$331K Buy
477
+19
+4% +$13.2K 0.25% 88
2024
Q3
$382K Buy
458
+86
+23% +$71.7K 0.27% 81
2024
Q2
$380K Buy
372
+30
+9% +$30.7K 0.3% 76
2024
Q1
$332K Buy
342
+7
+2% +$6.79K 0.27% 86
2023
Q4
$254K Buy
+335
New +$254K 0.22% 93
2021
Q2
Sell
-35
Closed -$21K 133
2021
Q1
$21K Hold
35
0.02% 303
2020
Q4
$17K Buy
+35
New +$17K 0.02% 295