Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
2,121
+396
+23% +$60.3K 0.01% 351
2025
Q1
$253K Buy
1,725
+63
+4% +$9.25K 0.01% 384
2024
Q4
$215K Buy
+1,662
New +$215K 0.01% 410
2020
Q4
Sell
-958
Closed -$134K 431
2020
Q3
$134K Buy
+958
New +$134K 0.03% 121
2020
Q2
Sell
-1,317
Closed -$159K 410
2020
Q1
$159K Buy
1,317
+457
+53% +$55.1K 0.04% 112
2019
Q4
$130K Sell
860
-326
-27% -$49.3K 0.03% 175
2019
Q3
$150K Buy
+1,186
New +$150K 0.04% 138
2019
Q2
Sell
-1,196
Closed -$175K 442
2019
Q1
$175K Buy
+1,196
New +$175K 0.06% 120