Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
9,072
+1,344
+17% +$47.1K ﹤0.01% 2136
2025
Q1
$293K Buy
+7,728
New +$293K ﹤0.01% 2195
2020
Q1
Sell
-5,986
Closed -$421K 2517
2019
Q4
$421K Buy
+5,986
New +$421K ﹤0.01% 1814
2019
Q3
Sell
-6,392
Closed -$402K 2583
2019
Q2
$402K Buy
6,392
+386
+6% +$24.3K ﹤0.01% 1734
2019
Q1
$317K Buy
+6,006
New +$317K ﹤0.01% 1702
2016
Q4
Sell
-1,848
Closed -$218K 1951
2016
Q3
$218K Buy
+1,848
New +$218K 0.01% 869