Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$839K Buy
7,877
+66
+0.8% +$7.03K 0.08% 202
2025
Q1
$686K Buy
+7,811
New +$686K 0.04% 316
2020
Q3
Sell
-491
Closed -$22K 745
2020
Q2
$22K Buy
491
+10
+2% +$448 0.01% 522
2020
Q1
$20K Sell
481
-29
-6% -$1.21K 0.01% 484
2019
Q4
$32K Buy
+510
New +$32K 0.02% 412