Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$174K Buy
1,142
+519
+83% +$79.1K 0.02% 383
2025
Q1
$91.6K Sell
623
-638
-51% -$93.8K 0.01% 467
2024
Q4
$163K Buy
+1,261
New +$163K 0.02% 356
2022
Q1
Sell
-2,555
Closed -$379K 340
2021
Q4
$379K Buy
+2,555
New +$379K 0.07% 255
2020
Q3
Sell
-2,079
Closed -$271K 446
2020
Q2
$271K Buy
2,079
+256
+14% +$33.4K 0.09% 149
2020
Q1
$208K Buy
+1,823
New +$208K 0.09% 152
2019
Q4
Sell
-1,219
Closed -$168K 588
2019
Q3
$168K Sell
1,219
-394
-24% -$54.3K 0.06% 224
2019
Q2
$233K Buy
1,613
+464
+40% +$67K 0.07% 202
2019
Q1
$200K Buy
+1,149
New +$200K 0.07% 224