Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,235
Closed -$128K 254
2025
Q1
$128K Buy
+7,235
New +$128K 0.02% 210
2019
Q1
Sell
-3,116
Closed -$44K 223
2018
Q4
$44K Buy
+3,116
New +$44K 0.05% 95
2016
Q3
Sell
-948
Closed -$14K 229
2016
Q2
$14K Buy
+948
New +$14K 0.01% 143