Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Buy
+3,360
New +$346K 0.03% 319
2020
Q1
Sell
-4,573
Closed -$295K 350
2019
Q4
$295K Sell
4,573
-792
-15% -$51.1K 0.07% 268
2019
Q3
$308K Sell
5,365
-185
-3% -$10.6K 0.08% 261
2019
Q2
$337K Sell
5,550
-87
-2% -$5.28K 0.08% 262
2019
Q1
$306K Buy
5,637
+96
+2% +$5.21K 0.08% 288
2018
Q4
$247K Buy
5,541
+1,918
+53% +$85.5K 0.07% 309
2018
Q3
$214K Buy
+3,623
New +$214K 0.05% 349