Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.42M Buy
+8,254
New +$1.42M 0.07% 243
2020
Q3
Sell
-21,274
Closed -$2.04M 360
2020
Q2
$2.04M Buy
21,274
+305
+1% +$29.3K 0.46% 62
2020
Q1
$2.04M Sell
20,969
-570
-3% -$55.4K 0.55% 51
2019
Q4
$2.52M Buy
21,539
+100
+0.5% +$11.7K 0.62% 39
2019
Q3
$2.25M Buy
21,439
+265
+1% +$27.8K 0.62% 41
2019
Q2
$2.17M Buy
21,174
+380
+2% +$38.9K 0.59% 41
2019
Q1
$1.81M Sell
20,794
-470
-2% -$41K 0.55% 42
2018
Q4
$1.79M Buy
+21,264
New +$1.79M 0.56% 44