Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$580K Buy
4,967
+1,043
+27% +$122K 0.02% 658
2024
Q4
$534K Buy
3,924
+925
+31% +$126K 0.02% 603
2024
Q3
$369K Buy
2,999
+354
+13% +$43.6K 0.01% 653
2024
Q2
$283K Buy
+2,645
New +$283K 0.01% 700
2021
Q2
Sell
-2,498
Closed -$234K 546
2021
Q1
$234K Buy
+2,498
New +$234K 0.03% 415
2018
Q1
Sell
-4,803
Closed -$252K 478
2017
Q4
$252K Sell
4,803
-730
-13% -$38.3K 0.05% 350
2017
Q3
$257K Buy
5,533
+1,048
+23% +$48.7K 0.05% 334
2017
Q2
$202K Buy
+4,485
New +$202K 0.04% 384