Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$514K Sell
3,013
-1,649
-35% -$281K 0.08% 205
2025
Q1
$544K Buy
+4,662
New +$544K 0.07% 239
2024
Q4
Sell
-1,870
Closed -$230K 524
2024
Q3
$230K Buy
+1,870
New +$230K 0.03% 449
2019
Q1
Sell
-1,300
Closed -$58K 650
2018
Q4
$58K Buy
+1,300
New +$58K 0.05% 314