Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-628
Closed -$207K 630
2025
Q1
$207K Buy
+628
New +$207K 0.02% 528
2024
Q2
Sell
-589
Closed -$214K 579
2024
Q1
$214K Buy
+589
New +$214K 0.03% 426
2019
Q1
Sell
-1,297
Closed -$246K 432
2018
Q4
$246K Buy
+1,297
New +$246K 0.07% 307