Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$322K Buy
15,961
+7,662
+92% +$155K 0.02% 272
2025
Q1
$114K Buy
8,299
+659
+9% +$9.06K 0.01% 321
2024
Q4
$90.5K Buy
+7,640
New +$90.5K 0.01% 305
2024
Q3
Sell
-6,748
Closed -$119K 668
2024
Q2
$119K Buy
+6,748
New +$119K 0.01% 322
2020
Q2
Sell
-53,183
Closed -$1.03M 1463
2020
Q1
$1.03M Buy
53,183
+2,620
+5% +$50.5K 0.45% 22
2019
Q4
$1.95M Buy
+50,563
New +$1.95M 0.46% 15