Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Buy
1,003
+7
+0.7% +$3.44K 0.02% 727
2025
Q1
$426K Sell
996
-230
-19% -$98.5K 0.02% 682
2024
Q4
$521K Buy
1,226
+265
+28% +$113K 0.02% 610
2024
Q3
$452K Sell
961
-77
-7% -$36.2K 0.02% 614
2024
Q2
$424K Buy
+1,038
New +$424K 0.02% 623
2019
Q1
Sell
-227
Closed -$22K 1343
2018
Q4
$22K Buy
+227
New +$22K 0.01% 893
2018
Q1
$41K Hold
339
0.02% 654
2017
Q4
$36K Buy
+339
New +$36K 0.02% 701