Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
651
+57
+10% +$19.8K 0.12% 170
2025
Q1
$208K Sell
594
-62
-9% -$21.7K 0.12% 168
2024
Q4
$217K Buy
+656
New +$217K 0.12% 162
2021
Q4
Sell
-928
Closed -$213K 164
2021
Q3
$213K Buy
+928
New +$213K 0.15% 141
2020
Q2
Sell
-964
Closed -$155K 280
2020
Q1
$155K Sell
964
-110
-10% -$17.7K 0.18% 131
2019
Q4
$201K Buy
+1,074
New +$201K 0.19% 119