Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
9,335
+63
+0.7% +$1.82K 0.08% 167
2025
Q1
$262K Buy
9,272
+68
+0.7% +$1.92K 0.07% 204
2024
Q4
$210K Buy
+9,204
New +$210K 0.06% 225
2021
Q3
Sell
-25,280
Closed -$550K 379
2021
Q2
$550K Buy
25,280
+164
+0.7% +$3.57K 0.23% 98
2021
Q1
$574K Buy
25,116
+1,901
+8% +$43.4K 0.28% 83
2020
Q4
$504K Sell
23,215
-25
-0.1% -$543 0.3% 72
2020
Q3
$500K Sell
23,240
-1,707
-7% -$36.7K 0.37% 60
2020
Q2
$570K Buy
24,947
+3,089
+14% +$70.6K 0.4% 61
2020
Q1
$482K Buy
21,858
+16,479
+306% +$363K 0.35% 61
2019
Q4
$159K Buy
+5,379
New +$159K 0.12% 118