Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,877
Closed -$216K 501
2025
Q1
$216K Sell
2,877
-86
-3% -$6.45K 0.03% 464
2024
Q4
$227K Sell
2,963
-234
-7% -$17.9K 0.03% 430
2024
Q3
$250K Buy
+3,197
New +$250K 0.03% 427
2024
Q2
Sell
-2,536
Closed -$206K 453
2024
Q1
$206K Buy
+2,536
New +$206K 0.04% 398
2019
Q1
Sell
-1,243
Closed -$91K 825
2018
Q4
$91K Buy
+1,243
New +$91K 0.07% 247