Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
16,340
+338
+2% +$10.1K 0.01% 735
2025
Q1
$541K Sell
16,002
-5,613
-26% -$190K 0.01% 675
2024
Q4
$639K Buy
21,615
+7,512
+53% +$222K 0.02% 591
2024
Q3
$443K Buy
14,103
+2,911
+26% +$91.4K 0.01% 614
2024
Q2
$404K Buy
+11,192
New +$404K 0.03% 440
2019
Q1
Sell
-7,226
Closed -$292K 132
2018
Q4
$292K Buy
+7,226
New +$292K 0.13% 109