Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Buy
6,397
+619
+11% +$29.8K 0.01% 775
2025
Q1
$280K Buy
+5,778
New +$280K 0.01% 795
2021
Q2
Sell
-860
Closed -$60K 769
2021
Q1
$60K Buy
860
+271
+46% +$18.9K ﹤0.01% 1571
2020
Q4
$34K Sell
589
-39
-6% -$2.25K ﹤0.01% 1532
2020
Q3
$29K Hold
628
﹤0.01% 1391
2020
Q2
$28K Hold
628
﹤0.01% 1349
2020
Q1
$21K Sell
628
-60
-9% -$2.01K ﹤0.01% 1370
2019
Q4
$34K Buy
688
+34
+5% +$1.68K ﹤0.01% 1277
2019
Q3
$29K Buy
+654
New +$29K ﹤0.01% 1152
2017
Q1
Sell
-448
Closed -$16K 285
2016
Q4
$16K Buy
+448
New +$16K 0.01% 440