Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
9,127
+1,500
+20% +$44.9K 0.02% 222
2025
Q1
$258K Sell
7,627
-205
-3% -$6.93K 0.02% 227
2024
Q4
$232K Buy
7,832
+935
+14% +$27.6K 0.02% 240
2024
Q3
$216K Buy
6,897
+998
+17% +$31.3K 0.02% 243
2024
Q2
$213K Buy
+5,899
New +$213K 0.02% 237
2019
Q4
Sell
-6,387
Closed -$243K 141
2019
Q3
$243K Buy
+6,387
New +$243K 0.05% 115
2018
Q4
Sell
-6,243
Closed -$275K 125
2018
Q3
$275K Buy
+6,243
New +$275K 0.06% 117
2018
Q1
Sell
-6,540
Closed -$252K 120
2017
Q4
$252K Buy
6,540
+345
+6% +$13.3K 0.06% 115
2017
Q3
$215K Buy
+6,195
New +$215K 0.05% 117
2016
Q3
Sell
-6,700
Closed -$200K 119
2016
Q2
$200K Buy
+6,700
New +$200K 0.07% 108