Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
1,218
+58
+5% +$52K 0.03% 475
2025
Q1
$789K Sell
1,160
-200
-15% -$136K 0.02% 533
2024
Q4
$857K Sell
1,360
-1,270
-48% -$800K 0.03% 507
2024
Q3
$2.01M Buy
2,630
+1,323
+101% +$1.01M 0.06% 317
2024
Q2
$1.08M Buy
1,307
+331
+34% +$273K 0.04% 415
2024
Q1
$681K Buy
976
+10
+1% +$6.98K 0.03% 538
2023
Q4
$562K Buy
+966
New +$562K 0.03% 558
2018
Q2
Sell
-11
Closed -$1K 931
2018
Q1
$1K Hold
11
﹤0.01% 1600
2017
Q4
$1K Sell
11
-70
-86% -$6.36K ﹤0.01% 1591
2017
Q3
$8K Hold
81
﹤0.01% 1006
2017
Q2
$1 Buy
81
+70
+636% +$1 ﹤0.01% 1322
2017
Q1
$1K Hold
11
﹤0.01% 1177
2016
Q4
$1K Buy
+11
New +$1K ﹤0.01% 1126