Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
2,018
+208
+11% +$28.3K 0.05% 201
2025
Q1
$240K Buy
+1,810
New +$240K 0.05% 197
2022
Q2
Sell
-2,118
Closed -$250K 246
2022
Q1
$250K Sell
2,118
-452
-18% -$53.4K 0.06% 224
2021
Q4
$363K Hold
2,570
0.08% 205
2021
Q3
$304K Hold
2,570
0.08% 219
2021
Q2
$298K Hold
2,570
0.08% 219
2021
Q1
$307K Hold
2,570
0.08% 217
2020
Q4
$282K Buy
2,570
+31
+1% +$3.4K 0.08% 213
2020
Q3
$762 Sell
2,539
-100
-4% -$30 0.01% 266
2020
Q2
$241K Buy
+2,639
New +$241K 0.09% 182
2020
Q1
Sell
-2,373
Closed -$205K 190
2019
Q4
$205K Hold
2,373
0.08% 214
2019
Q3
$200K Buy
+2,373
New +$200K 0.08% 214