Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
7,193
+383
+6% +$15.8K 0.01% 572
2025
Q1
$284K Buy
6,810
+1,701
+33% +$71K 0.01% 569
2024
Q4
$299K Buy
+5,109
New +$299K 0.01% 553
2024
Q2
Sell
-2,475
Closed -$233K 708
2024
Q1
$233K Buy
+2,475
New +$233K 0.01% 605
2020
Q1
Sell
-4,539
Closed -$231K 422
2019
Q4
$231K Sell
4,539
-90
-2% -$4.58K 0.02% 431
2019
Q3
$203K Sell
4,629
-170
-4% -$7.46K 0.02% 445
2019
Q2
$240K Sell
4,799
-455
-9% -$22.8K 0.02% 399
2019
Q1
$202K Buy
+5,254
New +$202K 0.02% 415