Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$590K Buy
+20,378
New +$590K 0.14% 88
2021
Q2
Sell
-15,959
Closed -$365K 102
2021
Q1
$365K Buy
15,959
+2,910
+22% +$66.6K 0.21% 62
2020
Q4
$285K Buy
13,049
+2,006
+18% +$43.8K 0.2% 57
2020
Q3
$238K Buy
+11,043
New +$238K 0.2% 50
2020
Q2
Sell
-10,060
Closed -$221K 57
2020
Q1
$221K Buy
10,060
+2,258
+29% +$49.6K 0.27% 43
2019
Q4
$230K Buy
+7,802
New +$230K 0.24% 46