Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
+2,013
New +$242K 0.04% 257
2021
Q1
Sell
-1,427
Closed -$288K 199
2020
Q4
$288K Buy
1,427
+238
+20% +$48K 0.11% 139
2020
Q3
$250K Sell
1,189
-112
-9% -$23.5K 0.11% 126
2020
Q2
$285K Buy
+1,301
New +$285K 0.15% 119