Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$409K Buy
2,202
+1,050
+91% +$195K 0.02% 141
2025
Q1
$241K Buy
+1,152
New +$241K 0.02% 151
2023
Q1
Sell
-1,449
Closed -$234K 147
2022
Q4
$234K Buy
+1,449
New +$234K 0.02% 128
2019
Q1
Sell
-2,565
Closed -$236K 144
2018
Q4
$236K Buy
+2,565
New +$236K 0.11% 108