Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$151K Hold
113
0.04% 108
2025
Q1
$105K Buy
+113
New +$105K 0.03% 113
2020
Q2
Sell
-675
Closed -$253K 94
2020
Q1
$253K Sell
675
-102
-13% -$38.2K 0.28% 84
2019
Q4
$251K Sell
777
-172
-18% -$55.6K 0.22% 94
2019
Q3
$254K Buy
+949
New +$254K 0.25% 90