Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Buy
+54,627
New +$283K 0.15% 192
2025
Q1
Sell
-34,130
Closed -$151K 309
2024
Q4
$151K Buy
+34,130
New +$151K 0.1% 254
2019
Q3
Sell
-50,334
Closed -$250K 121
2019
Q2
$250K Buy
+50,334
New +$250K 0.16% 99
2019
Q1
Sell
-181,703
Closed -$1.06M 129
2018
Q4
$1.06M Buy
+181,703
New +$1.06M 0.82% 51