Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$571K Buy
5,419
+1,228
+29% +$130K 0.04% 271
2025
Q1
$466K Buy
4,191
+251
+6% +$27.9K 0.04% 255
2024
Q4
$408K Buy
3,940
+1,003
+34% +$104K 0.03% 295
2024
Q3
$328K Buy
2,937
+415
+16% +$46.4K 0.03% 306
2024
Q2
$225K Buy
+2,522
New +$225K 0.02% 365
2019
Q3
Sell
-1,160
Closed -$62K 178
2019
Q2
$62K Hold
1,160
0.04% 266
2019
Q1
$57K Hold
1,160
0.04% 268
2018
Q4
$52K Hold
1,160
0.04% 259
2018
Q3
$53K Hold
1,160
0.03% 271
2018
Q2
$49K Buy
1,160
+16
+1% +$676 0.03% 277
2018
Q1
$50K Hold
1,144
0.03% 251
2017
Q4
$50K Buy
+1,144
New +$50K 0.04% 249