Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Buy
3,369
+318
+10% +$33K 0.03% 317
2025
Q1
$288K Sell
3,051
-224
-7% -$21.1K 0.03% 328
2024
Q4
$347K Buy
3,275
+622
+23% +$66K 0.04% 308
2024
Q3
$249K Sell
2,653
-331
-11% -$31.1K 0.02% 352
2024
Q2
$251K Buy
2,984
+157
+6% +$13.2K 0.03% 349
2024
Q1
$221K Buy
+2,827
New +$221K 0.02% 370
2019
Q2
Sell
-5,829
Closed -$205K 370
2019
Q1
$205K Sell
5,829
-1,907
-25% -$67.1K 0.05% 364
2018
Q4
$214K Buy
+7,736
New +$214K 0.06% 340
2018
Q2
Sell
-6,032
Closed -$238K 381
2018
Q1
$238K Buy
6,032
+212
+4% +$8.37K 0.07% 323
2017
Q4
$231K Buy
+5,820
New +$231K 0.07% 341