Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$504K Buy
2,753
+886
+47% +$162K 0.01% 508
2025
Q1
$328K Sell
1,867
-512
-22% -$90K 0.01% 422
2024
Q4
$446K Buy
2,379
+3
+0.1% +$563 0.01% 421
2024
Q3
$456K Buy
2,376
+116
+5% +$22.2K 0.01% 435
2024
Q2
$408K Buy
2,260
+8
+0.4% +$1.44K 0.01% 444
2024
Q1
$399K Buy
+2,252
New +$399K 0.01% 465
2018
Q2
Sell
-3,223
Closed -$256K 885
2018
Q1
$256K Sell
3,223
-137
-4% -$10.9K 0.01% 738
2017
Q4
$274K Buy
+3,360
New +$274K 0.01% 714