Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Sell
3,541
-1,811
-34% -$154K ﹤0.01% 1169
2025
Q1
$388K Buy
5,352
+2,329
+77% +$169K 0.01% 965
2024
Q4
$211K Sell
3,023
-4,981
-62% -$347K ﹤0.01% 1397
2024
Q3
$799K Buy
8,004
+6,081
+316% +$607K 0.01% 663
2024
Q2
$226K Buy
+1,923
New +$226K ﹤0.01% 1260
2017
Q2
Sell
-26,471
Closed -$27K 279
2017
Q1
$27K Buy
+26,471
New +$27K ﹤0.01% 274