Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Hold
4,550
﹤0.01% 432
2025
Q1
$316K Buy
4,550
+632
+16% +$43.9K ﹤0.01% 408
2024
Q4
$284K Buy
+3,918
New +$284K ﹤0.01% 397
2024
Q2
Sell
-5,639
Closed -$445K 439
2024
Q1
$445K Buy
+5,639
New +$445K 0.01% 342
2021
Q1
Sell
-11,935
Closed -$656K 411
2020
Q4
$656K Sell
11,935
-1,223
-9% -$67.2K ﹤0.01% 291
2020
Q3
$725K Buy
13,158
+5,474
+71% +$302K 0.01% 265
2020
Q2
$386K Buy
+7,684
New +$386K 0.01% 293
2019
Q2
Sell
-8,217
Closed -$323K 413
2019
Q1
$323K Buy
+8,217
New +$323K ﹤0.01% 314
2018
Q2
Sell
-13,213
Closed -$534K 405
2018
Q1
$534K Buy
+13,213
New +$534K 0.01% 288