Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$902K Buy
4,922
+2,581
+110% +$473K 0.06% 205
2025
Q1
$411K Sell
2,341
-632
-21% -$111K 0.04% 276
2024
Q4
$558K Buy
2,973
+127
+4% +$23.8K 0.05% 239
2024
Q3
$546K Buy
2,846
+208
+8% +$39.9K 0.06% 229
2024
Q2
$476K Buy
+2,638
New +$476K 0.05% 229
2019
Q3
Sell
-94
Closed -$9K 343
2019
Q2
$9K Hold
94
0.01% 510
2019
Q1
$8K Sell
94
-14
-13% -$1.19K 0.01% 503
2018
Q4
$7K Hold
108
﹤0.01% 483
2018
Q3
$9K Sell
108
-43
-28% -$3.58K 0.01% 478
2018
Q2
$10K Buy
151
+17
+13% +$1.13K 0.01% 461
2018
Q1
$9K Buy
134
+35
+35% +$2.35K 0.01% 440
2017
Q4
$8K Buy
+99
New +$8K 0.01% 476