Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44K Sell
4,091
-320
-7% -$3.44K ﹤0.01% 5144
2025
Q1
$48.7K Buy
+4,411
New +$48.7K ﹤0.01% 5043
2024
Q1
Sell
-91
Closed -$863 6417
2023
Q4
$863 Buy
+91
New +$863 ﹤0.01% 5816
2022
Q2
Sell
-594
Closed -$5K 5624
2022
Q1
$5K Buy
+594
New +$5K ﹤0.01% 5488
2016
Q3
Sell
-28,933
Closed -$367K 4104
2016
Q2
$367K Buy
+28,933
New +$367K ﹤0.01% 3081
2013
Q3
Sell
-17,754
Closed -$117K 3884
2013
Q2
$117K Buy
+17,754
New +$117K ﹤0.01% 3658