Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Buy
6,857
+1,482
+28% +$64.4K 0.01% 371
2025
Q1
$248K Buy
+5,375
New +$248K 0.01% 391
2020
Q4
Sell
-1,077
Closed -$29K 270
2020
Q3
$29K Buy
+1,077
New +$29K 0.01% 270
2020
Q2
Sell
-1,077
Closed -$27.9K 251
2020
Q1
$27.9K Hold
1,077
0.01% 274
2019
Q4
$35.5K Sell
1,077
-39
-3% -$1.29K 0.01% 326
2019
Q3
$38.1K Buy
+1,116
New +$38.1K 0.01% 277
2019
Q2
Sell
-1,095
Closed -$38.1K 280
2019
Q1
$38.1K Buy
+1,095
New +$38.1K 0.01% 267