Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$640K Buy
9,011
+3,500
+64% +$249K 0.18% 116
2025
Q1
$350K Hold
5,511
0.11% 157
2024
Q4
$417K Buy
5,511
+400
+8% +$30.3K 0.13% 141
2024
Q3
$452K Buy
+5,111
New +$452K 0.14% 134
2017
Q2
Sell
-6,250
Closed -$348K 143
2017
Q1
$348K Buy
+6,250
New +$348K 0.1% 85