Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
1,136
-3,020
-73% -$659K 0.05% 281
2025
Q1
$566K Buy
+4,156
New +$566K 0.17% 178
2020
Q1
Sell
-6,095
Closed -$252K 147
2019
Q4
$252K Buy
+6,095
New +$252K 0.1% 285
2019
Q3
Sell
-4,487
Closed -$142K 403
2019
Q2
$142K Sell
4,487
-425
-9% -$13.5K 0.05% 320
2019
Q1
$131K Buy
+4,912
New +$131K 0.05% 277