Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Buy
+4,033
New +$430K 0.01% 775
2025
Q1
Sell
-6,066
Closed -$704K 1152
2024
Q4
$704K Buy
6,066
+1,177
+24% +$137K 0.03% 533
2024
Q3
$604K Sell
4,889
-64
-1% -$7.91K 0.03% 520
2024
Q2
$638K Buy
4,953
+1,903
+62% +$245K 0.03% 475
2024
Q1
$320K Buy
3,050
+713
+31% +$74.8K 0.02% 700
2023
Q4
$206K Buy
+2,337
New +$206K 0.01% 824
2019
Q1
Sell
-279
Closed -$16K 1216
2018
Q4
$16K Buy
+279
New +$16K 0.01% 992
2018
Q1
$14K Hold
235
0.01% 988
2017
Q4
$13K Buy
+235
New +$13K 0.01% 1000