Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$79K Buy
+11,401
New +$79K ﹤0.01% 1971
2024
Q3
Sell
-71,324
Closed -$456K 1924
2024
Q2
$456K Buy
+71,324
New +$456K 0.01% 1352
2020
Q1
Sell
-65,439
Closed -$247K 681
2019
Q4
$247K Buy
+65,439
New +$247K 0.01% 1052
2019
Q3
Sell
-87,309
Closed -$258K 888
2019
Q2
$258K Buy
87,309
+13,148
+18% +$38.9K 0.01% 803
2019
Q1
$344K Buy
74,161
+8,858
+14% +$41.1K 0.01% 646
2018
Q4
$315K Buy
65,303
+19,397
+42% +$93.6K 0.01% 640
2018
Q3
$323K Sell
45,906
-15,606
-25% -$110K 0.01% 748
2018
Q2
$404K Buy
+61,512
New +$404K 0.02% 640