Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$520K Sell
53,535
-4,066
-7% -$39.5K 0.02% 704
2025
Q1
$575K Buy
+57,601
New +$575K 0.02% 585
2023
Q2
Sell
-10,898
Closed -$172K 909
2023
Q1
$172K Buy
+10,898
New +$172K 0.01% 804
2022
Q2
Sell
-20,844
Closed -$417K 721
2022
Q1
$417K Buy
+20,844
New +$417K 0.04% 416
2021
Q3
Sell
-24,242
Closed -$553K 645
2021
Q2
$553K Buy
24,242
+2,241
+10% +$51.1K 0.08% 307
2021
Q1
$382K Buy
+22,001
New +$382K 0.07% 358
2019
Q1
Sell
-1,779
Closed -$23K 1584
2018
Q4
$23K Buy
+1,779
New +$23K 0.01% 877
2018
Q1
$17K Sell
1,364
-153
-10% -$1.91K 0.01% 931
2017
Q4
$19K Buy
+1,517
New +$19K 0.01% 884