Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Buy
+98,503
New +$471K 0.02% 594
2023
Q4
Sell
-11,824
Closed -$219K 1860
2023
Q3
$219K Buy
+11,824
New +$219K 0.02% 630
2019
Q4
$227K Buy
+6,972
New +$227K 0.02% 850
2018
Q2
Sell
-7,058
Closed -$236K 2323
2018
Q1
$236K Buy
+7,058
New +$236K 0.01% 1236
2017
Q4
Sell
-17,669
Closed -$513K 2780
2017
Q3
$513K Buy
+17,669
New +$513K 0.03% 916