Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Sell
2,398
-122
-5% -$11.6K 0.02% 391
2025
Q1
$245K Sell
2,520
-566
-18% -$55.1K 0.02% 367
2024
Q4
$330K Buy
3,086
+375
+14% +$40.1K 0.03% 335
2024
Q3
$268K Buy
2,711
+12
+0.4% +$1.18K 0.03% 352
2024
Q2
$278K Sell
2,699
-6
-0.2% -$618 0.03% 321
2024
Q1
$335K Sell
2,705
-304
-10% -$37.7K 0.04% 292
2023
Q4
$302K Buy
+3,009
New +$302K 0.03% 272
2019
Q3
Sell
-551
Closed -$24K 643
2019
Q2
$24K Sell
551
-468
-46% -$20.4K 0.02% 365
2019
Q1
$43K Hold
1,019
0.03% 302
2018
Q4
$36K Buy
1,019
+174
+21% +$6.15K 0.02% 288
2018
Q3
$36K Sell
845
-330
-28% -$14.1K 0.02% 304
2018
Q2
$45K Buy
1,175
+21
+2% +$804 0.03% 283
2018
Q1
$46K Buy
1,154
+1,110
+2,523% +$44.2K 0.03% 263
2017
Q4
$1K Buy
+44
New +$1K ﹤0.01% 714