Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Buy
+8,136
New +$244K 0.13% 221
2025
Q1
Sell
-7,789
Closed -$230K 237
2024
Q4
$230K Buy
+7,789
New +$230K 0.16% 208
2019
Q4
Sell
-34,657
Closed -$1.3M 130
2019
Q3
$1.3M Sell
34,657
-35,987
-51% -$1.35M 1.07% 35
2019
Q2
$2.85M Buy
70,644
+19,131
+37% +$772K 1.81% 16
2019
Q1
$2.18M Buy
51,513
+8,518
+20% +$361K 1.71% 14
2018
Q4
$1.58M Buy
+42,995
New +$1.58M 1.22% 30