Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Sell
648
-10
-2% -$9.9K 0.48% 39
2025
Q1
$622K Sell
658
-40
-6% -$37.8K 0.49% 37
2024
Q4
$640K Buy
+698
New +$640K 0.58% 32
2020
Q2
$383K Sell
1,260
-90
-7% -$27.4K 1.29% 33
2020
Q1
$385K Sell
1,350
-25
-2% -$7.13K 1.68% 29
2019
Q4
$405K Buy
1,375
+198
+17% +$58.3K 1.47% 29
2019
Q3
$338K Buy
1,177
+226
+24% +$64.9K 1.33% 29
2019
Q2
$251K Sell
951
-20
-2% -$5.28K 0.97% 37
2019
Q1
$235K Sell
971
-345
-26% -$83.5K 1.02% 35
2018
Q4
$268K Sell
1,316
-95
-7% -$19.3K 1.28% 29
2018
Q3
$332K Sell
1,411
-35
-2% -$8.24K 1.33% 28
2018
Q2
$302K Hold
1,446
1.44% 29
2018
Q1
$273K Sell
1,446
-53
-4% -$10K 1.37% 31
2017
Q4
$279K Buy
+1,499
New +$279K 1.33% 32