Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$429K Sell
4,678
-226
-5% -$20.7K 0.01% 789
2025
Q1
$433K Buy
4,904
+2,666
+119% +$235K 0.01% 265
2024
Q4
$207K Buy
+2,238
New +$207K 0.01% 350
2018
Q1
Sell
-1,096
Closed -$42K 699
2017
Q4
$42K Buy
+1,096
New +$42K 0.01% 856