Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,389
Closed -$237K 448
2025
Q1
$237K Buy
2,389
+30
+1% +$2.98K 0.02% 330
2024
Q4
$237K Buy
2,359
+146
+7% +$14.7K 0.03% 314
2024
Q3
$202K Buy
+2,213
New +$202K 0.02% 326
2020
Q1
Sell
-12,829
Closed -$971K 176
2019
Q4
$971K Buy
+12,829
New +$971K 0.46% 40