Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
3,488
+23
+0.7% +$1.65K 0.01% 410
2025
Q1
$235K Buy
+3,465
New +$235K 0.01% 407
2020
Q4
Sell
-4,379
Closed -$149K 392
2020
Q3
$149K Buy
+4,379
New +$149K 0.03% 112
2020
Q2
Sell
-4,430
Closed -$146K 375
2020
Q1
$146K Buy
4,430
+174
+4% +$5.72K 0.04% 118
2019
Q4
$121K Sell
4,256
-37
-0.9% -$1.05K 0.03% 184
2019
Q3
$105K Buy
+4,293
New +$105K 0.03% 168
2019
Q2
Sell
-4,256
Closed -$108K 401
2019
Q1
$108K Buy
+4,256
New +$108K 0.04% 159