Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$367K Buy
+7,631
New +$367K 0.01% 542
2020
Q1
Sell
-1,682
Closed -$82K 499
2019
Q4
$82K Hold
1,682
0.03% 165
2019
Q3
$74K Sell
1,682
-59
-3% -$2.6K 0.03% 140
2019
Q2
$90.2K Buy
1,741
+956
+122% +$49.6K 0.05% 92
2019
Q1
$38K Buy
+785
New +$38K 0.02% 234