Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
+151,944
New +$1.4M 0.08% 204
2020
Q2
Sell
-10,771
Closed -$87K 261
2020
Q1
$87K Sell
10,771
-2,432
-18% -$19.6K 0.01% 249
2019
Q4
$143K Sell
13,203
-178
-1% -$1.93K 0.02% 253
2019
Q3
$130K Sell
13,381
-877
-6% -$8.52K 0.02% 250
2019
Q2
$164K Buy
+14,258
New +$164K 0.02% 239