Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$371K Sell
1,702
-82
-5% -$17.9K 0.05% 197
2025
Q1
$243K Sell
1,784
-55
-3% -$7.48K 0.04% 245
2024
Q4
$265K Buy
+1,839
New +$265K 0.04% 204
2020
Q1
Sell
-7,349
Closed -$304K 119
2019
Q4
$304K Buy
+7,349
New +$304K 0.22% 73