Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
3,020
-1,332
-31% -$654K 0.02% 446
2025
Q1
$1.86M Sell
4,352
-68
-2% -$29.1K 0.03% 352
2024
Q4
$1.89M Sell
4,420
-457
-9% -$195K 0.03% 366
2024
Q3
$2.22M Buy
4,877
+95
+2% +$43.3K 0.03% 330
2024
Q2
$1.96M Buy
+4,782
New +$1.96M 0.03% 331
2017
Q4
Sell
-4,599
Closed -$508K 295
2017
Q3
$508K Buy
+4,599
New +$508K 0.07% 149