Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Buy
+8,517
New +$238K 0.01% 851
2020
Q3
Sell
-10,557
Closed -$118K 1280
2020
Q2
$118K Buy
+10,557
New +$118K 0.01% 843
2018
Q4
Sell
-18,438
Closed -$476K 1745
2018
Q3
$476K Buy
+18,438
New +$476K 0.03% 615
2018
Q1
Sell
-17,350
Closed -$402K 2250
2017
Q4
$402K Buy
+17,350
New +$402K 0.02% 1014