Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$444K Sell
5,441
-170
-3% -$13.9K 0.02% 489
2025
Q1
$557K Buy
5,611
+19
+0.3% +$1.89K 0.03% 422
2024
Q4
$561K Buy
+5,592
New +$561K 0.03% 394
2024
Q3
Sell
-5,735
Closed -$468K 544
2024
Q2
$468K Buy
+5,735
New +$468K 0.03% 411
2024
Q1
Sell
-4,363
Closed -$306K 510
2023
Q4
$306K Buy
+4,363
New +$306K 0.02% 470
2019
Q3
Sell
-11,439
Closed -$179K 432
2019
Q2
$179K Buy
+11,439
New +$179K 0.03% 331
2018
Q3
Sell
-3,547
Closed -$247K 385
2018
Q2
$247K Buy
+3,547
New +$247K 0.05% 305