Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$401K Sell
1,210
-75
-6% -$24.9K 0.01% 1012
2025
Q1
$448K Buy
1,285
+44
+4% +$15.3K 0.01% 891
2024
Q4
$419K Sell
1,241
-188
-13% -$63.5K 0.01% 993
2024
Q3
$450K Buy
1,429
+364
+34% +$115K 0.01% 964
2024
Q2
$284K Buy
+1,065
New +$284K ﹤0.01% 1126
2017
Q2
Sell
-38,766
Closed -$39K 287
2017
Q1
$39K Buy
38,766
+11,877
+44% +$11.9K 0.01% 271
2016
Q4
$27K Buy
+26,889
New +$27K ﹤0.01% 255