Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$785K Sell
15,231
-834
-5% -$43K 0.03% 567
2025
Q1
$860K Buy
16,065
+320
+2% +$17.1K 0.03% 472
2024
Q4
$754K Sell
15,745
-216
-1% -$10.3K 0.03% 506
2024
Q3
$710K Buy
15,961
+2,915
+22% +$130K 0.03% 487
2024
Q2
$556K Buy
13,046
+3,722
+40% +$159K 0.03% 519
2024
Q1
$388K Sell
9,324
-73
-0.8% -$3.03K 0.02% 625
2023
Q4
$345K Buy
9,397
+1,854
+25% +$68.1K 0.02% 659
2023
Q3
$268K Buy
+7,543
New +$268K 0.02% 659
2019
Q1
Sell
-1,726
Closed -$52K 1164
2018
Q4
$52K Buy
+1,726
New +$52K 0.02% 625
2018
Q1
$55K Buy
1,666
+4
+0.2% +$132 0.03% 591
2017
Q4
$59K Buy
+1,662
New +$59K 0.03% 568