Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$281K Sell
799
-52
-6% -$18.3K 0.04% 319
2025
Q1
$269K Buy
851
+11
+1% +$3.48K 0.04% 285
2024
Q4
$283K Buy
+840
New +$283K 0.04% 267
2024
Q2
Sell
-586
Closed -$203K 511
2024
Q1
$203K Buy
586
+23
+4% +$7.99K 0.03% 431
2023
Q4
$204K Buy
+563
New +$204K 0.03% 402
2021
Q1
Sell
-294
Closed -$107K 423
2020
Q4
$107K Buy
+294
New +$107K 0.03% 440
2018
Q3
Sell
-1,746
Closed -$304K 178
2018
Q2
$304K Sell
1,746
-321
-16% -$55.9K 0.3% 112
2018
Q1
$324K Buy
2,067
+1,487
+256% +$233K 0.33% 105
2017
Q4
$86K Buy
+580
New +$86K 0.18% 96