Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Buy
991
+62
+7% +$18.2K 0.01% 162
2025
Q1
$247K Buy
+929
New +$247K 0.01% 170
2020
Q1
Sell
-2,767
Closed -$386K 159
2019
Q4
$386K Sell
2,767
-1
-0% -$140 0.03% 131
2019
Q3
$389K Hold
2,768
0.03% 124
2019
Q2
$403K Hold
2,768
0.03% 125
2019
Q1
$434K Hold
2,768
0.03% 112
2018
Q4
$448K Hold
2,768
0.04% 109
2018
Q3
$552K Hold
2,768
0.04% 104
2018
Q2
$477K Hold
2,768
0.04% 110
2018
Q1
$400K Hold
2,768
0.03% 110
2017
Q4
$363K Hold
2,768
0.03% 115
2017
Q3
$334K Hold
2,768
0.03% 123
2017
Q2
$352K Buy
+2,768
New +$352K 0.03% 122