Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$100K Buy
+14,151
New +$100K 0.01% 338
2024
Q4
Sell
-1,370
Closed -$15.4K 382
2024
Q3
$15.4K Buy
+1,370
New +$15.4K ﹤0.01% 396
2022
Q4
Sell
-427
Closed -$5K 93
2022
Q3
$5K Buy
+427
New +$5K ﹤0.01% 1253
2022
Q2
Sell
-2,484
Closed -$26K 1425
2022
Q1
$26K Buy
+2,484
New +$26K ﹤0.01% 995
2018
Q4
Sell
-215
Closed -$4K 867
2018
Q3
$4K Buy
215
+182
+552% +$3.39K ﹤0.01% 711
2018
Q2
$1K Buy
+33
New +$1K ﹤0.01% 805
2018
Q1
Sell
-3
Closed 877
2017
Q4
$0 Buy
+3
New ﹤0.01% 831
2017
Q1
Sell
-647
Closed -$15K 721
2016
Q4
$15K Buy
+647
New +$15K 0.02% 591