Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$121K Buy
+14,160
New +$121K 0.03% 80
2025
Q1
Sell
-69,892
Closed -$416K 86
2024
Q4
$416K Buy
+69,892
New +$416K 0.07% 119
2021
Q3
Sell
-215,907
Closed -$4.28M 191
2021
Q2
$4.28M Buy
+215,907
New +$4.28M 1.19% 8
2019
Q2
Sell
-466,615
Closed -$3.71M 128
2019
Q1
$3.71M Buy
+466,615
New +$3.71M 1.64% 7