Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
+1,152
New +$202K 0.07% 404
2019
Q4
Sell
-8,305
Closed -$1.36M 1891
2019
Q3
$1.36M Sell
8,305
-11,282
-58% -$1.85M 0.03% 764
2019
Q2
$3.37M Buy
19,587
+4,076
+26% +$702K 0.07% 404
2019
Q1
$2.35M Buy
15,511
+7,466
+93% +$1.13M 0.05% 496
2018
Q4
$1.02M Sell
8,045
-6,947
-46% -$877K 0.03% 858
2018
Q3
$2.26M Sell
14,992
-5,479
-27% -$827K 0.05% 595
2018
Q2
$2.77M Buy
20,471
+6,019
+42% +$816K 0.05% 457
2018
Q1
$2.06M Buy
+14,452
New +$2.06M 0.04% 554