Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$284K Buy
+3,751
New +$284K 0.06% 165
2021
Q4
Sell
-3,150
Closed -$247K 177
2021
Q3
$247K Hold
3,150
0.07% 151
2021
Q2
$245K Hold
3,150
0.07% 154
2021
Q1
$248K Hold
3,150
0.08% 147
2020
Q4
$234K Hold
3,150
0.08% 135
2020
Q3
$203K Buy
+3,150
New +$203K 0.07% 134
2020
Q1
Sell
-3,150
Closed -$269K 138
2019
Q4
$269K Hold
3,150
0.11% 94
2019
Q3
$250K Sell
3,150
-900
-22% -$71.4K 0.11% 101
2019
Q2
$292K Hold
4,050
0.12% 93
2019
Q1
$270K Buy
+4,050
New +$270K 0.12% 87