Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$47.5K Hold
1,942
0.03% 108
2025
Q1
$53.8K Hold
1,942
0.04% 116
2024
Q4
$63.4K Hold
1,942
0.04% 116
2024
Q3
$69.7K Hold
1,942
0.04% 111
2024
Q2
$68K Hold
1,942
0.05% 111
2024
Q1
$58.7K Buy
+1,942
New +$58.7K 0.04% 113
2021
Q2
Sell
-140,727
Closed -$4.47M 101
2021
Q1
$4.47M Sell
140,727
-5,868
-4% -$186K 1.97% 18
2020
Q4
$3.61M Sell
146,595
-17,659
-11% -$434K 1.91% 21
2020
Q3
$3.12M Sell
164,254
-34,034
-17% -$646K 1.75% 24
2020
Q2
$3.46M Buy
+198,288
New +$3.46M 1.83% 26