Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$772K Buy
15,908
+7,351
+86% +$357K 0.04% 496
2025
Q1
$420K Buy
+8,557
New +$420K 0.03% 528
2021
Q4
Sell
-12,709
Closed -$639K 1424
2021
Q3
$639K Buy
12,709
+640
+5% +$32.2K 0.04% 732
2021
Q2
$574K Buy
12,069
+2,188
+22% +$104K 0.03% 834
2021
Q1
$528K Buy
9,881
+746
+8% +$39.9K 0.03% 856
2020
Q4
$454K Sell
9,135
-991
-10% -$49.3K 0.03% 837
2020
Q3
$385K Sell
10,126
-3,244
-24% -$123K 0.01% 1177
2020
Q2
$657K Buy
13,370
+3,592
+37% +$177K 0.02% 1120
2020
Q1
$405K Sell
9,778
-15,729
-62% -$651K 0.01% 1091
2019
Q4
$1.31M Buy
25,507
+19,118
+299% +$980K 0.02% 964
2019
Q3
$260K Buy
+6,389
New +$260K ﹤0.01% 1330