Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
22,576
-26,534
-54% -$297K 0.03% 419
2025
Q1
$452K Buy
+49,110
New +$452K 0.05% 336
2021
Q3
Sell
-3,333
Closed -$211K 755
2021
Q2
$211K Sell
3,333
-8,148
-71% -$516K 0.04% 428
2021
Q1
$765K Buy
+11,481
New +$765K 0.25% 93
2020
Q2
Sell
-20,803
Closed -$321K 1236
2020
Q1
$321K Buy
20,803
+13,730
+194% +$212K 0.07% 328
2019
Q4
$150K Buy
+7,073
New +$150K 0.02% 687