Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$490K Sell
1,478
-183
-11% -$60.7K ﹤0.01% 488
2025
Q1
$579K Buy
1,661
+83
+5% +$28.9K 0.01% 460
2024
Q4
$534K Sell
1,578
-257
-14% -$87K ﹤0.01% 491
2024
Q3
$574K Buy
+1,835
New +$574K 0.01% 480
2022
Q4
Sell
-1,917
Closed -$338K 778
2022
Q3
$338K Sell
1,917
-355
-16% -$62.6K 0.01% 498
2022
Q2
$477K Buy
2,272
+196
+9% +$41.2K 0.01% 405
2022
Q1
$517K Buy
+2,076
New +$517K 0.01% 404
2018
Q2
Sell
-65
Closed -$13K 592
2018
Q1
$13K Sell
65
-21
-24% -$4.2K ﹤0.01% 523
2017
Q4
$17K Sell
86
-39
-31% -$7.71K ﹤0.01% 621
2017
Q3
$19K Buy
+125
New +$19K ﹤0.01% 584