Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$696K Buy
24,314
+3,502
+17% +$100K 0.01% 735
2025
Q1
$687K Sell
20,812
-2,910
-12% -$96.1K 0.01% 690
2024
Q4
$683K Buy
23,722
+3,737
+19% +$108K 0.01% 736
2024
Q3
$576K Buy
19,985
+1,914
+11% +$55.2K 0.01% 833
2024
Q2
$441K Buy
+18,071
New +$441K 0.01% 871
2018
Q3
Sell
-10,086
Closed -$415K 221
2018
Q2
$415K Sell
10,086
-122
-1% -$5.02K 0.06% 143
2018
Q1
$592K Buy
10,208
+19
+0.2% +$1.1K 0.07% 137
2017
Q4
$558K Hold
10,189
0.07% 143
2017
Q3
$518K Buy
10,189
+29
+0.3% +$1.47K 0.07% 147
2017
Q2
$589K Buy
10,160
+69
+0.7% +$4K 0.08% 129
2017
Q1
$590K Sell
10,091
-5
-0% -$292 0.09% 122
2016
Q4
$561K Buy
+10,096
New +$561K 0.09% 121