Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
+1,502
New +$328K 0.05% 231
2025
Q1
Sell
-1,710
Closed -$285K 314
2024
Q4
$285K Buy
1,710
+274
+19% +$45.7K 0.05% 243
2024
Q3
$245K Buy
+1,436
New +$245K 0.04% 251
2018
Q4
Sell
-4,575
Closed -$236K 111
2018
Q3
$236K Buy
+4,575
New +$236K 0.14% 96