Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Sell
4,941
-449
-8% -$39.5K 0.01% 965
2025
Q1
$380K Buy
5,390
+1,346
+33% +$94.8K 0.01% 981
2024
Q4
$303K Sell
4,044
-606
-13% -$45.4K ﹤0.01% 1179
2024
Q3
$346K Sell
4,650
-606
-12% -$45.1K 0.01% 1118
2024
Q2
$324K Buy
+5,256
New +$324K 0.01% 1059
2018
Q1
Sell
-4,992
Closed -$258K 288
2017
Q4
$258K Buy
+4,992
New +$258K 0.03% 242