Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107K Buy
+15,172
New +$107K 0.01% 551
2020
Q2
Sell
-24,214
Closed -$1.25M 412
2020
Q1
$1.25M Buy
+24,214
New +$1.25M 0.11% 127
2019
Q3
Sell
-141,475
Closed -$9.45M 335
2019
Q2
$9.45M Buy
141,475
+58,226
+70% +$3.89M 0.62% 47
2019
Q1
$7.94M Buy
83,249
+63,814
+328% +$6.09M 0.67% 40
2018
Q4
$2.41M Buy
+19,435
New +$2.41M 0.24% 82