Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$655K Buy
+8,651
New +$655K 0.04% 261
2020
Q4
Sell
-7,893
Closed -$491K 289
2020
Q3
$491K Sell
7,893
-2,172
-22% -$135K 0.06% 194
2020
Q2
$550K Sell
10,065
-4,829
-32% -$264K 0.07% 183
2020
Q1
$680K Buy
14,894
+4,422
+42% +$202K 0.1% 157
2019
Q4
$896K Buy
10,472
+6,630
+173% +$567K 0.11% 153
2019
Q3
$305K Buy
+3,842
New +$305K 0.04% 214