Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$799K Buy
+16,938
New +$799K 0.02% 542
2022
Q1
Sell
-1,172
Closed -$257K 621
2021
Q4
$257K Sell
1,172
-690
-37% -$151K 0.02% 480
2021
Q3
$387K Buy
1,862
+98
+6% +$20.4K 0.03% 319
2021
Q2
$363K Buy
1,764
+248
+16% +$51K 0.03% 314
2021
Q1
$306K Buy
1,516
+209
+16% +$42.2K 0.03% 331
2020
Q4
$233K Buy
+1,307
New +$233K 0.03% 398
2020
Q3
Sell
-2,345
Closed -$249K 424
2020
Q2
$249K Buy
+2,345
New +$249K 0.04% 321
2019
Q2
Sell
-3,140
Closed -$211K 369
2019
Q1
$211K Buy
+3,140
New +$211K 0.04% 336