Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$574K Buy
+19,345
New +$574K 0.03% 526
2025
Q1
Sell
-11,934
Closed -$408K 1359
2024
Q4
$408K Buy
+11,934
New +$408K 0.02% 571
2023
Q2
Sell
-10,263
Closed -$311K 1511
2023
Q1
$311K Buy
+10,263
New +$311K 0.03% 530
2021
Q3
Sell
-6,976
Closed -$213K 1498
2021
Q2
$213K Buy
+6,976
New +$213K 0.02% 949
2019
Q4
Sell
-10,085
Closed -$304K 1430
2019
Q3
$304K Sell
10,085
-13,080
-56% -$394K 0.02% 747
2019
Q2
$690K Buy
+23,165
New +$690K 0.04% 397
2019
Q1
Sell
-30,379
Closed -$712K 1395
2018
Q4
$712K Buy
+30,379
New +$712K 0.04% 364