Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$472K Buy
24,544
+791
+3% +$15.2K 0.05% 132
2025
Q1
$349K Buy
+23,753
New +$349K 0.03% 338
2015
Q3
Sell
-16,424
Closed -$217K 137
2015
Q2
$217K Buy
16,424
+2,597
+19% +$34.3K 0.05% 64
2015
Q1
$151K Buy
+13,827
New +$151K 0.04% 60