Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
+3,161
New +$219K 0.08% 58
2020
Q1
Sell
-6,749
Closed -$324K 56
2019
Q4
$324K Buy
6,749
+476
+8% +$22.9K 0.11% 40
2019
Q3
$310K Buy
6,273
+476
+8% +$23.5K 0.1% 43
2019
Q2
$317K Hold
5,797
0.1% 47
2019
Q1
$313K Buy
+5,797
New +$313K 0.1% 44