Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$216K Sell
5,683
-1,202
-17% -$45.6K 0.01% 989
2024
Q4
$354K Buy
6,885
+350
+5% +$18K 0.01% 741
2024
Q3
$334K Buy
6,535
+313
+5% +$16K 0.01% 691
2024
Q2
$294K Buy
+6,222
New +$294K 0.01% 685
2016
Q2
Sell
-2,173
Closed -$253K 356
2016
Q1
$253K Buy
+2,173
New +$253K 0.06% 259