Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
+674
New +$205K 0.03% 396
2025
Q1
Sell
-953
Closed -$235K 443
2024
Q4
$235K Buy
953
+5
+0.5% +$1.23K 0.04% 359
2024
Q3
$217K Buy
+948
New +$217K 0.03% 394
2020
Q1
Sell
-1,785
Closed -$243K 257
2019
Q4
$243K Sell
1,785
-334
-16% -$45.5K 0.1% 227
2019
Q3
$267K Sell
2,119
-338
-14% -$42.6K 0.12% 204
2019
Q2
$302K Sell
2,457
-25
-1% -$3.07K 0.14% 183
2019
Q1
$306K Sell
2,482
-358
-13% -$44.1K 0.14% 185
2018
Q4
$349K Hold
2,840
0.16% 167
2018
Q3
$349K Buy
2,840
+54
+2% +$6.64K 0.16% 167
2018
Q2
$322K Buy
2,786
+693
+33% +$80.1K 0.16% 172
2018
Q1
$221K Buy
2,093
+96
+5% +$10.1K 0.11% 213
2017
Q4
$224K Buy
+1,997
New +$224K 0.11% 210