Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
3,381
+102
+3% +$7.03K 0.01% 432
2025
Q1
$226K Buy
+3,279
New +$226K 0.01% 415
2020
Q4
Sell
-331
Closed -$17K 267
2020
Q3
$17K Buy
+331
New +$17K ﹤0.01% 345
2020
Q2
Sell
-331
Closed -$19.1K 247
2020
Q1
$19.1K Buy
331
+147
+80% +$8.5K 0.01% 318
2019
Q4
$12K Buy
184
+2
+1% +$130 ﹤0.01% 477
2019
Q3
$11.6K Buy
+182
New +$11.6K ﹤0.01% 438
2019
Q2
Sell
-180
Closed -$10.2K 276
2019
Q1
$10.2K Buy
+180
New +$10.2K ﹤0.01% 401