Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$562K Sell
3,691
-79
-2% -$12K 0.06% 110
2025
Q1
$554K Buy
3,770
+199
+6% +$29.2K 0.07% 97
2024
Q4
$461K Buy
3,571
+979
+38% +$126K 0.06% 102
2024
Q3
$354K Buy
2,592
+210
+9% +$28.7K 0.05% 100
2024
Q2
$243K Buy
+2,382
New +$243K 0.04% 120
2019
Q3
Sell
-2,153
Closed -$312K 69
2019
Q2
$312K Hold
2,153
0.2% 21
2019
Q1
$374K Sell
2,153
-36
-2% -$6.25K 0.24% 18
2018
Q4
$349K Buy
2,189
+36
+2% +$5.74K 0.14% 25
2018
Q3
$379K Hold
2,153
0.21% 23
2018
Q2
$354K Hold
2,153
0.21% 11
2018
Q1
$395K Sell
2,153
-49
-2% -$8.99K 0.24% 11
2017
Q4
$433K Buy
+2,202
New +$433K 0.2% 20