Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$463K Sell
1,319
-263
-17% -$92.4K ﹤0.01% 560
2025
Q1
$501K Buy
1,582
+317
+25% +$100K ﹤0.01% 513
2024
Q4
$427K Sell
1,265
-111
-8% -$37.4K ﹤0.01% 554
2024
Q3
$438K Buy
+1,376
New +$438K ﹤0.01% 521
2024
Q1
Sell
-623
Closed -$226K 642
2023
Q4
$226K Buy
+623
New +$226K ﹤0.01% 584
2021
Q4
Sell
-844
Closed -$287K 539
2021
Q3
$287K Buy
+844
New +$287K 0.01% 470
2021
Q2
Sell
-1,183
Closed -$402K 385
2021
Q1
$402K Buy
1,183
+280
+31% +$95.1K 0.01% 456
2020
Q4
$329K Buy
+903
New +$329K 0.01% 408
2020
Q2
Sell
-1,104
Closed -$257K 293
2020
Q1
$257K Buy
+1,104
New +$257K 0.01% 425
2019
Q1
Sell
-6
Closed -$1K 91
2018
Q4
$1K Buy
+6
New +$1K ﹤0.01% 782