Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$644K Buy
+12,494
New +$644K 0.01% 437
2025
Q1
Sell
-7,568
Closed -$362K 635
2024
Q4
$362K Buy
+7,568
New +$362K 0.01% 447
2020
Q3
Sell
-4,502
Closed -$78K 657
2020
Q2
$78K Buy
4,502
+67
+2% +$1.16K 0.01% 400
2020
Q1
$52K Buy
+4,435
New +$52K ﹤0.01% 422
2018
Q3
Sell
-563
Closed -$19K 569
2018
Q2
$19K Buy
+563
New +$19K ﹤0.01% 359