Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$469K Buy
11,402
+4,615
+68% +$190K 0.01% 742
2024
Q4
$349K Buy
+6,787
New +$349K 0.01% 745
2017
Q2
Sell
-22,954
Closed -$254K 430
2017
Q1
$254K Sell
22,954
-3,226
-12% -$35.7K 0.06% 279
2016
Q4
$274K Buy
26,180
+630
+2% +$6.59K 0.07% 248
2016
Q3
$219K Buy
+25,550
New +$219K 0.05% 312