Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Sell
930
-172
-16% -$50.6K 0.01% 842
2025
Q1
$293K Buy
+1,102
New +$293K 0.01% 762
2020
Q3
Sell
-13,334
Closed -$1.86M 427
2020
Q2
$1.86M Buy
13,334
+75
+0.6% +$10.5K 0.14% 145
2020
Q1
$1.41M Sell
13,259
-625
-5% -$66.7K 0.13% 138
2019
Q4
$1.94M Sell
13,884
-140
-1% -$19.6K 0.16% 125
2019
Q3
$1.97M Buy
+14,024
New +$1.97M 0.18% 111