Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365K Buy
+4,901
New +$365K 0.07% 278
2020
Q4
Sell
-20,746
Closed -$1K 386
2020
Q3
$1K Sell
20,746
-790
-4% -$38 0.33% 71
2020
Q2
$1.13M Buy
21,536
+6,042
+39% +$317K 0.33% 69
2020
Q1
$466K Sell
15,494
-251
-2% -$7.55K 0.17% 124
2019
Q4
$569K Buy
+15,745
New +$569K 0.16% 131