Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,178
Closed -$216K 454
2025
Q1
$216K Sell
2,178
-593
-21% -$58.8K 0.02% 391
2024
Q4
$278K Buy
2,771
+406
+17% +$40.8K 0.02% 366
2024
Q3
$216K Buy
+2,365
New +$216K 0.02% 403
2019
Q3
Sell
-1,206
Closed -$80K 630
2019
Q2
$80K Sell
1,206
-402
-25% -$26.7K 0.05% 234
2019
Q1
$108K Buy
1,608
+227
+16% +$15.2K 0.07% 186
2018
Q4
$72K Buy
1,381
+114
+9% +$5.94K 0.05% 220
2018
Q3
$84K Buy
1,267
+103
+9% +$6.83K 0.05% 214
2018
Q2
$79K Buy
1,164
+338
+41% +$22.9K 0.05% 232
2018
Q1
$45K Buy
826
+133
+19% +$7.25K 0.03% 264
2017
Q4
$36K Buy
+693
New +$36K 0.03% 283