Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422K Buy
1,626
+63
+4% +$16.3K 0.01% 982
2025
Q1
$381K Sell
1,563
-634
-29% -$154K 0.01% 977
2024
Q4
$560K Sell
2,197
-1,201
-35% -$306K 0.01% 847
2024
Q3
$986K Buy
3,398
+837
+33% +$243K 0.01% 577
2024
Q2
$609K Buy
+2,561
New +$609K 0.01% 725
2017
Q3
Sell
-1,577
Closed -$217K 273
2017
Q2
$217K Buy
1,577
+75
+5% +$10.3K 0.03% 249
2017
Q1
$205K Buy
+1,502
New +$205K 0.03% 253