Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Sell
2,160
-2,815
-57% -$614K 0.01% 1162
2025
Q1
$677K Buy
+4,975
New +$677K 0.01% 966
2024
Q1
Sell
-4,564
Closed -$581K 1479
2023
Q4
$581K Buy
4,564
+16
+0.4% +$2.04K 0.01% 923
2023
Q3
$577K Buy
+4,548
New +$577K 0.01% 887
2020
Q1
Sell
-5,556
Closed -$230K 1265
2019
Q4
$230K Buy
+5,556
New +$230K 0.01% 1126
2017
Q2
Sell
-7,546
Closed -$218K 1328
2017
Q1
$218K Buy
+7,546
New +$218K 0.01% 1133