Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Buy
11,651
+3,750
+47% +$119K ﹤0.01% 620
2025
Q1
$236K Buy
+7,901
New +$236K ﹤0.01% 733
2024
Q4
Sell
-5,443
Closed -$220K 697
2024
Q3
$220K Buy
5,443
+475
+10% +$19.2K ﹤0.01% 616
2024
Q2
$232K Buy
+4,968
New +$232K ﹤0.01% 580
2021
Q1
Sell
-2,533
Closed -$203K 601
2020
Q4
$203K Buy
+2,533
New +$203K ﹤0.01% 556
2018
Q4
Sell
-3,799
Closed -$212K 448
2018
Q3
$212K Buy
+3,799
New +$212K 0.01% 452