Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$242K Sell
15,433
-4,906
-24% -$76.9K 0.01% 943
2024
Q4
$274K Sell
20,339
-10,197
-33% -$137K 0.01% 838
2024
Q3
$480K Sell
30,536
-21,037
-41% -$331K 0.02% 585
2024
Q2
$671K Buy
+51,573
New +$671K 0.03% 467
2016
Q1
Sell
-14,925
Closed -$228K 351
2015
Q4
$228K Buy
+14,925
New +$228K 0.13% 75