Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Sell
35,433
-3,641
-9% -$182K 0.06% 367
2025
Q1
$1.29M Sell
39,074
-438
-1% -$14.5K 0.05% 378
2024
Q4
$1.52M Buy
+39,512
New +$1.52M 0.06% 329
2023
Q3
Sell
-10,075
Closed -$210K 841
2023
Q2
$210K Buy
+10,075
New +$210K 0.02% 706
2019
Q1
Sell
-56
Closed 818
2018
Q4
$0 Buy
+56
New ﹤0.01% 1835
2018
Q1
$4K Hold
350
﹤0.01% 1365
2017
Q4
$5K Buy
+350
New +$5K ﹤0.01% 1291