Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55.5K Sell
1,853
-477
-20% -$14.3K 0.01% 619
2025
Q1
$78.7K Buy
2,330
+32
+1% +$1.08K 0.01% 501
2024
Q4
$67.9K Buy
+2,298
New +$67.9K 0.01% 518
2020
Q2
Sell
-1,345
Closed -$33K 268
2020
Q1
$33K Buy
+1,345
New +$33K 0.01% 422
2019
Q4
Sell
-2,513
Closed -$95K 159
2019
Q3
$95K Buy
2,513
+728
+41% +$27.5K 0.03% 322
2019
Q2
$73K Buy
1,785
+18
+1% +$736 0.02% 384
2019
Q1
$76K Buy
+1,767
New +$76K 0.03% 365