Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
+8,953
New +$217K 0.01% 166
2025
Q1
Sell
-8,595
Closed -$228K 150
2024
Q4
$228K Buy
+8,595
New +$228K 0.01% 121
2022
Q1
Sell
-3,555
Closed -$210K 94
2021
Q4
$210K Buy
+3,555
New +$210K 0.01% 85
2016
Q4
Sell
-7,006
Closed -$225K 87
2016
Q3
$225K Buy
+7,006
New +$225K 0.02% 80