Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Buy
18,848
+234
+1% +$5.15K 0.03% 332
2025
Q1
$434K Sell
18,614
-52
-0.3% -$1.21K 0.04% 305
2024
Q4
$536K Buy
18,666
+632
+4% +$18.2K 0.05% 279
2024
Q3
$535K Buy
18,034
+2,630
+17% +$78.1K 0.05% 271
2024
Q2
$519K Buy
+15,404
New +$519K 0.05% 261
2020
Q3
Sell
-17,074
Closed -$440K 336
2020
Q2
$440K Buy
17,074
+20
+0.1% +$515 0.1% 194
2020
Q1
$378K Buy
17,054
+415
+2% +$9.2K 0.1% 184
2019
Q4
$482K Sell
16,639
-715
-4% -$20.7K 0.1% 180
2019
Q3
$478K Buy
17,354
+387
+2% +$10.7K 0.11% 176
2019
Q2
$418K Sell
16,967
-119
-0.7% -$2.93K 0.09% 209
2019
Q1
$353K Buy
17,086
+2,017
+13% +$41.7K 0.08% 223
2018
Q4
$305K Buy
+15,069
New +$305K 0.08% 226