Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
281
-171
-38% -$153K 0.05% 225
2025
Q1
$307K Buy
452
+100
+28% +$67.8K 0.04% 353
2024
Q4
$222K Buy
352
+20
+6% +$12.6K 0.04% 231
2024
Q3
$257K Buy
332
+61
+23% +$47.2K 0.05% 220
2024
Q2
$219K Sell
271
-35
-11% -$28.2K 0.04% 342
2024
Q1
$208K Buy
+306
New +$208K 0.04% 361
2018
Q3
Sell
-17,168
Closed -$1.76M 253
2018
Q2
$1.76M Buy
17,168
+6,654
+63% +$682K 0.86% 23
2018
Q1
$1.06M Buy
10,514
+5,625
+115% +$568K 0.56% 40
2017
Q4
$514K Buy
+4,889
New +$514K 0.29% 90