Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.56M Buy
+18,107
New +$1.56M 0.08% 223
2024
Q3
Sell
-15,917
Closed -$883K 1357
2024
Q2
$883K Buy
+15,917
New +$883K 0.06% 320
2022
Q3
Sell
-13,956
Closed -$317K 1713
2022
Q2
$317K Buy
+13,956
New +$317K 0.03% 559
2021
Q3
Sell
-11,551
Closed -$241K 1488
2021
Q2
$241K Buy
+11,551
New +$241K 0.02% 862
2018
Q2
Sell
-24,859
Closed -$589K 1965
2018
Q1
$589K Buy
+24,859
New +$589K 0.03% 618
2016
Q2
Sell
-10,025
Closed -$163K 394
2016
Q1
$163K Buy
+10,025
New +$163K 0.02% 374