Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$203K Buy
+67,080
New +$203K ﹤0.01% 1921
2024
Q3
Sell
-33,372
Closed -$102K 2060
2024
Q2
$102K Buy
+33,372
New +$102K ﹤0.01% 1865
2018
Q1
Sell
-91,629
Closed -$188K 916
2017
Q4
$188K Buy
91,629
+3,677
+4% +$7.54K 0.01% 780
2017
Q3
$187K Buy
87,952
+4,827
+6% +$10.3K 0.01% 752
2017
Q2
$162K Buy
83,125
+1,200
+1% +$2.34K 0.01% 719
2017
Q1
$157K Buy
81,925
+805
+1% +$1.54K 0.01% 660
2016
Q4
$147K Buy
81,120
+18,912
+30% +$34.3K 0.01% 618
2016
Q3
$113K Buy
+62,208
New +$113K 0.01% 534