Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$249K Buy
861
+7
+0.8% +$2.03K 0.05% 261
2025
Q1
$258K Sell
854
-110
-11% -$33.2K 0.04% 227
2024
Q4
$266K Buy
964
+1
+0.1% +$276 0.06% 201
2024
Q3
$278K Buy
+963
New +$278K 0.06% 181
2020
Q2
Sell
-1,822
Closed -$204K 130
2020
Q1
$204K Sell
1,822
-135
-7% -$15.1K 0.1% 121
2019
Q4
$306K Buy
+1,957
New +$306K 0.12% 119