Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
19,831
+2,091
+12% +$22.7K 0.01% 700
2025
Q1
$178K Sell
17,740
-5,474
-24% -$54.9K 0.01% 661
2024
Q4
$230K Buy
+23,214
New +$230K 0.01% 606
2022
Q3
Sell
-12,412
Closed -$138K 523
2022
Q2
$138K Buy
+12,412
New +$138K 0.01% 449
2019
Q4
Sell
-14,223
Closed -$130K 409
2019
Q3
$130K Buy
+14,223
New +$130K 0.03% 388
2019
Q2
Sell
-34,096
Closed -$299K 349
2019
Q1
$299K Buy
34,096
+3,851
+13% +$33.8K 0.06% 265
2018
Q4
$231K Buy
30,245
+2,963
+11% +$22.6K 0.05% 277
2018
Q3
$252K Sell
27,282
-4,172
-13% -$38.5K 0.05% 321
2018
Q2
$348K Sell
31,454
-1,250
-4% -$13.8K 0.07% 248
2018
Q1
$362K Sell
32,704
-1,848
-5% -$20.5K 0.08% 234
2017
Q4
$431K Buy
+34,552
New +$431K 0.1% 199