Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Sell
8,119
-122
-1% -$4.69K 0.01% 245
2025
Q1
$319K Buy
+8,241
New +$319K 0.01% 230
2020
Q4
Sell
-4,960
Closed -$233K 213
2020
Q3
$233K Buy
+4,960
New +$233K 0.02% 198
2018
Q2
Sell
-5,040
Closed -$246K 253
2018
Q1
$246K Buy
+5,040
New +$246K 0.02% 212