Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$712K Buy
10,957
+47
+0.4% +$3.06K 0.06% 297
2025
Q1
$600K Buy
+10,910
New +$600K 0.07% 273
2020
Q3
Sell
-24,420
Closed -$840K 533
2020
Q2
$840K Buy
24,420
+12,341
+102% +$425K 0.05% 209
2020
Q1
$376K Buy
+12,079
New +$376K 0.03% 196
2019
Q1
Sell
-34,023
Closed -$1.26M 585
2018
Q4
$1.26M Buy
+34,023
New +$1.26M 0.12% 286