Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,669
Closed -$214K 720
2025
Q1
$214K Buy
+5,669
New +$214K 0.02% 524
2024
Q4
Sell
-4,782
Closed -$253K 738
2024
Q3
$253K Buy
+4,782
New +$253K 0.02% 466
2019
Q3
Sell
-6,834
Closed -$215K 349
2019
Q2
$215K Buy
+6,834
New +$215K 0.04% 212
2018
Q3
Sell
-8,571
Closed -$362K 331
2018
Q2
$362K Buy
+8,571
New +$362K 0.08% 80