Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$872K Buy
16,728
+3,850
+30% +$201K 0.01% 640
2025
Q1
$942K Buy
12,878
+2,730
+27% +$200K 0.01% 574
2024
Q4
$761K Buy
10,148
+3,692
+57% +$277K 0.01% 686
2024
Q3
$501K Buy
6,456
+799
+14% +$62K 0.01% 906
2024
Q2
$410K Buy
+5,657
New +$410K 0.01% 918
2018
Q3
Sell
-3,978
Closed -$257K 231
2018
Q2
$257K Sell
3,978
-147
-4% -$9.5K 0.03% 203
2018
Q1
$268K Buy
4,125
+51
+1% +$3.31K 0.03% 229
2017
Q4
$247K Buy
4,074
+38
+0.9% +$2.3K 0.03% 252
2017
Q3
$239K Buy
+4,036
New +$239K 0.03% 245