Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$720K Sell
2,366
-121
-5% -$36.8K 0.09% 144
2025
Q1
$667K Sell
2,487
-197
-7% -$52.9K 0.1% 134
2024
Q4
$661K Hold
2,684
0.09% 124
2024
Q3
$615K Sell
2,684
-2
-0.1% -$458 0.08% 149
2024
Q2
$542K Buy
2,686
+287
+12% +$57.9K 0.08% 162
2024
Q1
$468K Buy
+2,399
New +$468K 0.08% 163
2018
Q3
Sell
-58
Closed -$7K 708
2018
Q2
$7K Sell
58
-11
-16% -$1.33K ﹤0.01% 604
2018
Q1
$7K Sell
69
-28
-29% -$2.84K ﹤0.01% 614
2017
Q4
$11K Buy
+97
New +$11K 0.01% 526