Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Sell
49,202
-7,730
-14% -$81.3K 0.01% 627
2025
Q1
$707K Sell
56,932
-10,457
-16% -$130K 0.02% 575
2024
Q4
$867K Buy
67,389
+21,289
+46% +$274K 0.02% 554
2024
Q3
$925K Sell
46,100
-8,700
-16% -$175K 0.02% 513
2024
Q2
$963K Buy
+54,800
New +$963K 0.02% 515
2018
Q2
Sell
-10,000
Closed -$114K 151
2018
Q1
$114K Buy
+10,000
New +$114K 0.01% 121
2016
Q3
Sell
-270,300
Closed -$3.37M 152
2016
Q2
$3.37M Buy
+270,300
New +$3.37M 0.53% 39