Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Buy
11,683
+455
+4% +$41.8K 0.04% 392
2025
Q1
$988K Buy
11,228
+1,181
+12% +$104K 0.05% 385
2024
Q4
$930K Buy
+10,047
New +$930K 0.05% 321
2024
Q2
Sell
-11,158
Closed -$966K 532
2024
Q1
$966K Buy
+11,158
New +$966K 0.05% 348
2021
Q2
Sell
-261
Closed -$13K 966
2021
Q1
$13K Sell
261
-67
-20% -$3.34K ﹤0.01% 2211
2020
Q4
$14K Buy
+328
New +$14K ﹤0.01% 1877
2020
Q2
Sell
-95
Closed -$3K 2490
2020
Q1
$3K Hold
95
﹤0.01% 1966
2019
Q4
$4K Hold
95
﹤0.01% 1956
2019
Q3
$3K Buy
+95
New +$3K ﹤0.01% 1909