Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Buy
+935
New +$271K 0.02% 190
2019
Q4
Sell
-1,367
Closed -$208K 169
2019
Q3
$208K Sell
1,367
-160
-10% -$24.3K 0.05% 161
2019
Q2
$243K Sell
1,527
-655
-30% -$104K 0.07% 132
2019
Q1
$306K Sell
2,182
-1,907
-47% -$267K 0.1% 118
2018
Q4
$529K Buy
+4,089
New +$529K 0.26% 69