Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.83K Sell
128
-19,323
-99% -$578K ﹤0.01% 997
2025
Q1
$657K Sell
19,451
-302
-2% -$10.2K 0.02% 334
2024
Q4
$584K Buy
19,753
+640
+3% +$18.9K 0.02% 339
2024
Q3
$590K Sell
19,113
-113
-0.6% -$3.49K 0.02% 335
2024
Q2
$684K Sell
19,226
-232
-1% -$8.26K 0.02% 315
2024
Q1
$733K Buy
19,458
+19,435
+84,500% +$732K 0.02% 296
2023
Q4
$814 Buy
+23
New +$814 ﹤0.01% 677
2017
Q1
Sell
-16,727
Closed -$536K 158
2016
Q4
$536K Sell
16,727
-595
-3% -$19.1K 0.04% 112
2016
Q3
$512K Buy
+17,322
New +$512K 0.04% 75