Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$499K Buy
+24,794
New +$499K 0.06% 216
2021
Q2
Sell
-14,677
Closed -$167K 299
2021
Q1
$167K Buy
14,677
+204
+1% +$2.32K 0.04% 264
2020
Q4
$201K Buy
14,473
+810
+6% +$11.2K 0.05% 259
2020
Q3
$158K Buy
13,663
+880
+7% +$10.2K 0.04% 224
2020
Q2
$165K Buy
+12,783
New +$165K 0.05% 210