Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Buy
+16,679
New +$374K 0.08% 246
2021
Q3
Sell
-7,400
Closed -$415K 167
2021
Q2
$415K Buy
+7,400
New +$415K 0.7% 56
2020
Q1
Sell
-5,887
Closed -$352K 140
2019
Q4
$352K Buy
+5,887
New +$352K 0.14% 242
2019
Q2
Sell
-10,714
Closed -$575K 556
2019
Q1
$575K Buy
+10,714
New +$575K 0.23% 153