Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
+3,480
New +$393K 0.08% 238
2024
Q2
Sell
-5,123
Closed -$502K 257
2024
Q1
$502K Sell
5,123
-549
-10% -$53.8K 0.26% 152
2023
Q4
$524K Buy
+5,672
New +$524K 0.34% 120
2023
Q3
Sell
-3,561
Closed -$302K 252
2023
Q2
$302K Sell
3,561
-339
-9% -$28.7K 0.17% 206
2023
Q1
$329K Buy
+3,900
New +$329K 0.29% 128
2020
Q1
Sell
-7,508
Closed -$324K 2
2019
Q4
$324K Buy
+7,508
New +$324K 0.13% 248
2019
Q2
Sell
-4,235
Closed -$126K 485
2019
Q1
$126K Buy
+4,235
New +$126K 0.05% 279