Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$529K Buy
6,918
+576
+9% +$44K 0.01% 864
2025
Q1
$443K Buy
6,342
+2,709
+75% +$189K 0.01% 899
2024
Q4
$224K Buy
3,633
+37
+1% +$2.28K ﹤0.01% 1358
2024
Q3
$203K Sell
3,596
-1,120
-24% -$63.2K ﹤0.01% 1463
2024
Q2
$277K Buy
+4,716
New +$277K ﹤0.01% 1135
2017
Q1
Sell
-13,227
Closed -$13K 292
2016
Q4
$13K Buy
+13,227
New +$13K ﹤0.01% 261