Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Sell
2,979
-875
-23% -$86.1K ﹤0.01% 1519
2025
Q1
$357K Buy
3,854
+354
+10% +$32.8K 0.01% 1351
2024
Q4
$318K Buy
+3,500
New +$318K ﹤0.01% 1353
2022
Q4
Sell
-2,184
Closed -$211K 240
2022
Q3
$211K Buy
+2,184
New +$211K 0.02% 307
2020
Q4
Sell
-6,054
Closed -$1.43M 166
2020
Q3
$1.43M Sell
6,054
-749
-11% -$177K 0.45% 80
2020
Q2
$1.35M Buy
+6,803
New +$1.35M 0.52% 72
2019
Q3
Sell
-10,135
Closed -$1.23M 99
2019
Q2
$1.23M Sell
10,135
-1,487
-13% -$180K 0.51% 60
2019
Q1
$1.43M Buy
+11,622
New +$1.43M 0.51% 76