Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,958
Closed -$218K 201
2025
Q1
$218K Buy
1,958
+6
+0.3% +$667 0.13% 165
2024
Q4
$205K Buy
+1,952
New +$205K 0.12% 166
2021
Q1
Sell
-8,805
Closed -$391K 144
2020
Q4
$391K Sell
8,805
-745
-8% -$33.1K 0.33% 95
2020
Q3
$347K Sell
9,550
-1,635
-15% -$59.4K 0.36% 91
2020
Q2
$402K Sell
11,185
-225
-2% -$8.09K 0.43% 82
2020
Q1
$391K Buy
+11,410
New +$391K 0.46% 71