Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$466K Buy
+9,093
New +$466K ﹤0.01% 649
2020
Q1
Sell
-16,819
Closed -$318K 844
2019
Q4
$318K Sell
16,819
-1,186
-7% -$22.4K ﹤0.01% 784
2019
Q3
$344K Sell
18,005
-1,588
-8% -$30.3K ﹤0.01% 775
2019
Q2
$660K Sell
19,593
-358
-2% -$12.1K ﹤0.01% 480
2019
Q1
$734K Sell
19,951
-1,175
-6% -$43.2K 0.01% 400
2018
Q4
$680K Buy
21,126
+3,356
+19% +$108K 0.01% 401
2018
Q3
$1.03M Buy
+17,770
New +$1.03M 0.01% 389