Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,652
Closed -$1.35M 622
2025
Q1
$1.35M Sell
14,652
-1,412
-9% -$130K 0.17% 167
2024
Q4
$1.35M Buy
+16,064
New +$1.35M 0.17% 182
2021
Q2
Sell
-3,522
Closed -$766K 235
2021
Q1
$766K Buy
+3,522
New +$766K 0.13% 120
2019
Q2
Sell
-23,267
Closed -$3.84M 408
2019
Q1
$3.84M Buy
+23,267
New +$3.84M 0.32% 94