Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Sell
3,512
-176
-5% -$12.6K 0.05% 253
2025
Q1
$250K Buy
3,688
+83
+2% +$5.62K 0.04% 236
2024
Q4
$220K Buy
3,605
+12
+0.3% +$734 0.05% 235
2024
Q3
$206K Buy
+3,593
New +$206K 0.05% 224
2020
Q1
Sell
-20,335
Closed -$590K 140
2019
Q4
$590K Buy
+20,335
New +$590K 0.23% 71