Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$921K Buy
13,507
+7
+0.1% +$478 0.16% 188
2025
Q1
$803K Buy
+13,500
New +$803K 0.13% 270
2024
Q4
Sell
-3,000
Closed -$216K 746
2024
Q3
$216K Sell
3,000
-21,052
-88% -$1.52M 0.03% 693
2024
Q2
$1.69M Buy
+24,052
New +$1.69M 0.31% 54
2022
Q4
Sell
-3,211
Closed -$251K 711
2022
Q3
$251K Buy
+3,211
New +$251K 0.01% 663
2022
Q2
Sell
-2,600
Closed -$311K 794
2022
Q1
$311K Buy
+2,600
New +$311K 0.01% 480
2021
Q2
Sell
-2,451
Closed -$338K 345
2021
Q1
$338K Buy
+2,451
New +$338K 0.02% 180
2018
Q1
Sell
-2,937
Closed -$249K 241
2017
Q4
$249K Buy
+2,937
New +$249K 0.07% 226