Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Hold
438
0.03% 390
2025
Q1
$298K Buy
+438
New +$298K 0.04% 363
2024
Q2
Sell
-963
Closed -$673K 578
2024
Q1
$673K Sell
963
-244
-20% -$170K 0.08% 274
2023
Q4
$702K Buy
+1,207
New +$702K 0.12% 225
2019
Q2
Sell
-5,367
Closed -$641K 514
2019
Q1
$641K Buy
+5,367
New +$641K 0.05% 245