Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$815K Buy
+11,356
New +$815K 0.02% 232
2023
Q2
Sell
-8,813
Closed -$435K 318
2023
Q1
$435K Buy
+8,813
New +$435K 0.01% 143
2022
Q2
Hold
0
228
2022
Q1
Hold
0
224
2020
Q2
Sell
-16,292
Closed -$491K 214
2020
Q1
$491K Buy
+16,292
New +$491K 0.02% 125
2018
Q1
Sell
-12,472
Closed -$342K 325
2017
Q4
$342K Buy
+12,472
New +$342K 0.04% 273