Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Sell
9,418
-281
-3% -$12.7K 0.03% 290
2025
Q1
$430K Sell
9,699
-35
-0.4% -$1.55K 0.03% 282
2024
Q4
$413K Sell
9,734
-646
-6% -$27.4K 0.03% 291
2024
Q3
$422K Sell
10,380
-265
-2% -$10.8K 0.03% 303
2024
Q2
$379K Sell
10,645
-599
-5% -$21.3K 0.03% 304
2024
Q1
$407K Sell
11,244
-1,541
-12% -$55.8K 0.03% 296
2023
Q4
$461K Buy
12,785
+6,227
+95% +$224K 0.04% 276
2023
Q3
$218K Buy
+6,558
New +$218K 0.02% 299
2018
Q2
Sell
-6,695
Closed -$210K 184
2018
Q1
$210K Buy
6,695
+410
+7% +$12.9K 0.03% 192
2017
Q4
$245K Sell
6,285
-486
-7% -$18.9K 0.04% 178
2017
Q3
$283K Hold
6,771
0.05% 173
2017
Q2
$270K Sell
6,771
-422
-6% -$16.8K 0.04% 175
2017
Q1
$301K Buy
+7,193
New +$301K 0.05% 172