Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Buy
1,657
+80
+5% +$12.6K 0.01% 401
2025
Q1
$213K Sell
1,577
-6
-0.4% -$810 0.01% 427
2024
Q4
$228K Buy
1,583
+115
+8% +$16.6K 0.01% 395
2024
Q3
$239K Hold
1,468
0.01% 368
2024
Q2
$214K Buy
+1,468
New +$214K 0.01% 366
2020
Q2
Sell
-491
Closed -$48.5K 382
2020
Q1
$48.5K Buy
+491
New +$48.5K 0.01% 210
2019
Q4
Sell
-3
Closed -$248 853
2019
Q3
$248 Buy
+3
New +$248 ﹤0.01% 854