Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Buy
+533
New +$254K 0.04% 247
2024
Q4
Sell
-451
Closed -$228K 257
2024
Q3
$228K Hold
451
0.03% 236
2024
Q2
$209K Buy
+451
New +$209K 0.04% 223
2023
Q1
Sell
-351
Closed -$106K 253
2022
Q4
$106K Buy
+351
New +$106K 0.02% 285
2019
Q2
Sell
-137
Closed -$25K 172
2019
Q1
$25K Buy
+137
New +$25K 0.02% 253
2018
Q4
Sell
-565
Closed -$104K 157
2018
Q3
$104K Sell
565
-16
-3% -$2.95K 0.08% 188
2018
Q2
$98K Sell
581
-11
-2% -$1.86K 0.08% 194
2018
Q1
$90K Sell
592
-34
-5% -$5.17K 0.08% 183
2017
Q4
$83K Buy
+626
New +$83K 0.07% 221