Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$301K Buy
2,921
+241
+9% +$24.8K 0.01% 866
2024
Q4
$239K Buy
+2,680
New +$239K 0.01% 873
2024
Q3
Sell
-3,450
Closed -$330K 957
2024
Q2
$330K Buy
3,450
+1,425
+70% +$136K 0.01% 652
2024
Q1
$210K Buy
+2,025
New +$210K 0.01% 668
2016
Q2
Sell
-15,485
Closed -$445K 324
2016
Q1
$445K Buy
+15,485
New +$445K 0.11% 173