Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$89K Buy
3,673
+49
+1% +$1.19K 0.03% 138
2025
Q1
$91.8K Buy
3,624
+2,280
+170% +$57.8K 0.03% 130
2024
Q4
$35.7K Buy
+1,344
New +$35.7K 0.01% 163
2020
Q3
Sell
-7,064
Closed -$219K 127
2020
Q2
$219K Buy
+7,064
New +$219K 0.05% 106
2019
Q1
Sell
-523
Closed -$22K 92
2018
Q4
$22K Buy
+523
New +$22K 0.01% 86
2013
Q4
Sell
-7,850
Closed -$214K 124
2013
Q3
$214K Sell
7,850
-422
-5% -$11.5K 0.03% 108
2013
Q2
$220K Buy
+8,272
New +$220K 0.04% 99