Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Buy
+9,665
New +$338K 0.02% 708
2024
Q1
Sell
-7,110
Closed -$338K 2174
2023
Q4
$338K Buy
+7,110
New +$338K 0.03% 557
2023
Q3
Sell
-4,923
Closed -$257K 1975
2023
Q2
$257K Buy
+4,923
New +$257K 0.02% 682
2018
Q2
Sell
-3,906
Closed -$311K 2551
2018
Q1
$311K Buy
+3,906
New +$311K 0.02% 1024
2013
Q3
Sell
-9,599
Closed -$820K 344
2013
Q2
$820K Buy
+9,599
New +$820K 0.08% 158