Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
1,114
-25
-2% -$6.98K 0.09% 115
2025
Q1
$355K Buy
1,139
+75
+7% +$23.4K 0.11% 110
2024
Q4
$277K Buy
1,064
+24
+2% +$6.26K 0.08% 127
2024
Q3
$335K Buy
1,040
+195
+23% +$62.8K 0.1% 116
2024
Q2
$264K Buy
+845
New +$264K 0.08% 118
2018
Q1
Sell
-1,980
Closed -$343K 109
2017
Q4
$343K Buy
+1,980
New +$343K 0.14% 92