Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Sell
507
-24
-5% -$19.2K 0.11% 119
2025
Q1
$352K Buy
+531
New +$352K 0.09% 141
2023
Q4
Sell
-2,693
Closed -$1.59M 227
2023
Q3
$1.59M Buy
+2,693
New +$1.59M 0.35% 46
2019
Q2
Sell
-5,363
Closed -$1.01M 117
2019
Q1
$1.01M Sell
5,363
-13,942
-72% -$2.62M 0.08% 69
2018
Q4
$3M Buy
+19,305
New +$3M 0.26% 35