Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Sell
4,989
-107
-2% -$5.51K 0.03% 314
2025
Q1
$273K Sell
5,096
-129
-2% -$6.9K 0.04% 294
2024
Q4
$250K Buy
+5,225
New +$250K 0.04% 308
2021
Q2
Sell
-8,027
Closed -$213K 305
2021
Q1
$213K Buy
+8,027
New +$213K 0.05% 274
2020
Q3
Sell
-19,054
Closed -$369K 242
2020
Q2
$369K Buy
+19,054
New +$369K 0.14% 147