Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$141K Sell
24,370
-322
-1% -$1.87K 0.11% 293
2025
Q1
$120K Sell
24,692
-1,414
-5% -$6.87K 0.05% 385
2024
Q4
$201K Buy
+26,106
New +$201K 0.03% 439
2017
Q1
Sell
-13,934
Closed -$98K 581
2016
Q4
$98K Buy
+13,934
New +$98K 0.14% 207