Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
+5,204
New +$333K 0.04% 391
2023
Q2
Sell
-3,425
Closed -$220K 338
2023
Q1
$220K Buy
+3,425
New +$220K 0.02% 474
2022
Q2
Sell
-3,129
Closed -$212K 417
2022
Q1
$212K Buy
+3,129
New +$212K 0.04% 474
2020
Q4
Sell
-1,910
Closed -$99K 901
2020
Q3
$99K Buy
+1,910
New +$99K 0.06% 299
2020
Q2
Sell
-3,883
Closed -$236K 864
2020
Q1
$236K Buy
3,883
+2,236
+136% +$136K 0.05% 416
2019
Q4
$134K Buy
+1,647
New +$134K 0.01% 706