Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.69M Sell
38,905
-973
-2% -$42.2K 0.08% 214
2025
Q1
$1.84M Buy
39,878
+3,007
+8% +$139K 0.1% 185
2024
Q4
$1.39M Buy
+36,871
New +$1.39M 0.08% 219
2022
Q2
Sell
-9,522
Closed -$454K 593
2022
Q1
$454K Sell
9,522
-4,683
-33% -$223K 0.04% 333
2021
Q4
$585K Buy
+14,205
New +$585K 0.07% 266
2017
Q3
Sell
-22,217
Closed -$572K 232
2017
Q2
$572K Buy
+22,217
New +$572K 0.18% 188