Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Buy
5,243
+78
+2% +$3.77K 0.01% 1228
2025
Q1
$286K Buy
+5,165
New +$286K 0.01% 987
2020
Q3
Sell
-11,149
Closed -$569K 805
2020
Q2
$569K Buy
+11,149
New +$569K 0.09% 213
2020
Q1
Sell
-4,876
Closed -$245K 440
2019
Q4
$245K Buy
+4,876
New +$245K 0.03% 472