Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539K Buy
1,797
+213
+13% +$63.9K 0.03% 475
2025
Q1
$440K Buy
+1,584
New +$440K 0.02% 510
2022
Q2
Sell
-1,638
Closed -$253K 564
2022
Q1
$253K Buy
+1,638
New +$253K 0.02% 455
2018
Q1
Sell
-2,295
Closed -$211K 212
2017
Q4
$211K Buy
+2,295
New +$211K 0.22% 184
2017
Q3
Sell
-2,127
Closed -$201K 208
2017
Q2
$201K Buy
+2,127
New +$201K 0.06% 361