Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$499K Buy
+2,575
New +$499K 0.26% 81
2025
Q1
Sell
-2,975
Closed -$410K 165
2024
Q4
$410K Sell
2,975
-1,925
-39% -$265K 0.22% 95
2024
Q3
$581K Buy
+4,900
New +$581K 0.31% 75
2020
Q1
Sell
-28,162
Closed -$647K 140
2019
Q4
$647K Hold
28,162
0.39% 71
2019
Q3
$753K Buy
28,162
+662
+2% +$17.7K 0.45% 58
2019
Q2
$623K Hold
27,500
0.34% 75
2019
Q1
$716K Buy
+27,500
New +$716K 0.42% 62