Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$728K Buy
3,148
+165
+6% +$38.2K 0.02% 407
2025
Q1
$652K Sell
2,983
-127
-4% -$27.8K 0.02% 325
2024
Q4
$638K Buy
+3,110
New +$638K 0.02% 341
2016
Q4
Sell
-10,528
Closed -$528K 175
2016
Q3
$528K Buy
+10,528
New +$528K 0.09% 117