Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$354K Buy
4,674
+571
+14% +$43.3K 0.01% 333
2025
Q1
$308K Buy
4,103
+906
+28% +$68K 0.01% 343
2024
Q4
$244K Buy
3,197
+407
+15% +$31.1K 0.01% 375
2024
Q3
$218K Buy
+2,790
New +$218K 0.01% 394
2020
Q4
Sell
-316
Closed -$21K 573
2020
Q3
$21K Buy
+316
New +$21K ﹤0.01% 323
2020
Q2
Sell
-313
Closed -$15.6K 552
2020
Q1
$15.6K Buy
313
+1
+0.3% +$50 ﹤0.01% 348
2019
Q4
$26.1K Buy
312
+75
+32% +$6.28K 0.01% 369
2019
Q3
$18.5K Buy
+237
New +$18.5K 0.01% 378
2019
Q2
Sell
-307
Closed -$22.6K 576
2019
Q1
$22.6K Buy
+307
New +$22.6K 0.01% 322