Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$213K Sell
45,737
-13,589
-23% -$63.2K ﹤0.01% 1609
2025
Q1
$325K Buy
+59,326
New +$325K ﹤0.01% 1184
2020
Q2
Sell
-12,782
Closed -$66K 402
2020
Q1
$66K Sell
12,782
-6,292
-33% -$32.5K 0.01% 366
2019
Q4
$215K Buy
19,074
+1,374
+8% +$15.5K 0.03% 331
2019
Q3
$186K Sell
17,700
-1,450
-8% -$15.2K 0.03% 318
2019
Q2
$257K Buy
19,150
+2,750
+17% +$36.9K 0.04% 287
2019
Q1
$189K Buy
+16,400
New +$189K 0.04% 275