Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Sell
5,289
-5,115
-49% -$1.12M 0.06% 266
2025
Q1
$1.42M Buy
10,404
+206
+2% +$28K 0.09% 218
2024
Q4
$1.47M Buy
10,198
+4,557
+81% +$656K 0.08% 195
2024
Q3
$676K Buy
5,641
+297
+6% +$35.6K 0.04% 356
2024
Q2
$581K Buy
+5,344
New +$581K 0.04% 372
2017
Q1
Sell
-91
Closed -$3K 324
2016
Q4
$3K Buy
+91
New +$3K ﹤0.01% 619