Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$615K Sell
10,964
-478
-4% -$26.8K 0.06% 70
2024
Q4
$566K Buy
11,442
+148
+1% +$7.32K 0.06% 79
2024
Q3
$510K Sell
11,294
-1,375
-11% -$62.1K 0.05% 87
2024
Q2
$551K Buy
+12,669
New +$551K 0.06% 73
2018
Q3
Sell
-178
Closed -$8K 811
2018
Q2
$8K Sell
178
-2
-1% -$90 ﹤0.01% 531
2018
Q1
$8K Sell
180
-4
-2% -$178 ﹤0.01% 535
2017
Q4
$9K Sell
184
-202
-52% -$9.88K ﹤0.01% 594
2017
Q3
$17K Buy
386
+344
+819% +$15.2K 0.01% 437
2017
Q2
$2K Buy
+42
New +$2K ﹤0.01% 677