Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
+950
New +$209K 0.07% 142
2024
Q4
Sell
-2,050
Closed -$208K 149
2024
Q3
$208K Buy
+2,050
New +$208K 0.06% 161
2021
Q2
Sell
-4,000
Closed -$213K 180
2021
Q1
$213K Buy
+4,000
New +$213K 0.07% 172
2020
Q3
Sell
-4,300
Closed -$204K 168
2020
Q2
$204K Buy
+4,300
New +$204K 0.08% 158
2019
Q2
Sell
-4,850
Closed -$242K 181
2019
Q1
$242K Buy
+4,850
New +$242K 0.1% 154
2018
Q4
Sell
-4,850
Closed -$209K 167
2018
Q3
$209K Buy
+4,850
New +$209K 0.08% 167
2018
Q2
Sell
-4,850
Closed -$208K 174
2018
Q1
$208K Buy
+4,850
New +$208K 0.09% 157