Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$792K Buy
4,089
+1,965
+93% +$381K 0.16% 182
2025
Q1
$249K Buy
+2,124
New +$249K 0.07% 261
2023
Q2
Sell
-6,502
Closed -$156K 532
2023
Q1
$156K Buy
+6,502
New +$156K 0.14% 217
2020
Q1
Sell
-29,344
Closed -$675K 295
2019
Q4
$675K Buy
29,344
+10,900
+59% +$251K 0.27% 151
2019
Q3
$493K Sell
18,444
-8,890
-33% -$238K 0.23% 156
2019
Q2
$619K Buy
+27,334
New +$619K 0.23% 146