Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$638K Buy
712
+143
+25% +$128K 0.28% 97
2025
Q1
$387K Buy
569
+78
+16% +$53K 0.18% 132
2024
Q4
$309K Buy
491
+198
+68% +$125K 0.15% 147
2024
Q3
$227K Buy
+293
New +$227K 0.11% 157
2020
Q1
Sell
-2,294
Closed -$409K 175
2019
Q4
$409K Sell
2,294
-956
-29% -$170K 0.29% 109
2019
Q3
$518K Sell
3,250
-1,383
-30% -$220K 0.4% 79
2019
Q2
$548K Sell
4,633
-84
-2% -$9.94K 0.43% 67
2019
Q1
$563K Buy
+4,717
New +$563K 0.46% 52