Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$871K Buy
651
+2
+0.3% +$2.68K 0.23% 64
2025
Q1
$605K Hold
649
0.18% 64
2024
Q4
$578K Buy
649
+95
+17% +$84.7K 0.2% 70
2024
Q3
$393K Hold
554
0.13% 107
2024
Q2
$374K Hold
554
0.14% 109
2024
Q1
$336K Buy
+554
New +$336K 0.13% 115
2022
Q4
Sell
-1,816
Closed -$428K 144
2022
Q3
$428K Buy
+1,816
New +$428K 0.26% 79
2019
Q4
Sell
-360
Closed -$96K 248
2019
Q3
$96K Buy
+360
New +$96K 0.07% 142