Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$150K Sell
17,728
-1,054
-6% -$8.94K 0.01% 680
2025
Q1
$146K Buy
18,782
+326
+2% +$2.53K 0.01% 692
2024
Q4
$149K Buy
18,456
+650
+4% +$5.24K 0.01% 691
2024
Q3
$135K Buy
17,806
+2,279
+15% +$17.3K 0.01% 695
2024
Q2
$95.8K Buy
+15,527
New +$95.8K 0.01% 703
2017
Q2
Sell
-71,289
Closed -$473K 485
2017
Q1
$473K Buy
+71,289
New +$473K 0.06% 259