Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Buy
4,296
+372
+9% +$35.3K ﹤0.01% 1980
2025
Q1
$346K Buy
+3,924
New +$346K ﹤0.01% 1944
2024
Q3
Sell
-1,885
Closed -$215K 2576
2024
Q2
$215K Sell
1,885
-1,401
-43% -$160K ﹤0.01% 1994
2024
Q1
$476K Buy
+3,286
New +$476K ﹤0.01% 1623
2019
Q1
Sell
-3,309
Closed -$407K 554
2018
Q4
$407K Buy
3,309
+126
+4% +$15.5K 0.03% 351
2018
Q3
$462K Buy
3,183
+811
+34% +$118K 0.03% 344
2018
Q2
$441K Sell
2,372
-1,070
-31% -$199K 0.03% 353
2018
Q1
$641K Buy
+3,442
New +$641K 0.05% 297