Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
20,701
+8,325
+67% +$124K 0.08% 210
2025
Q1
$179K Buy
+12,376
New +$179K 0.05% 223
2024
Q4
Sell
-13,836
Closed -$399K 259
2024
Q3
$399K Buy
+13,836
New +$399K 0.1% 199
2016
Q1
Sell
-13,386
Closed -$886K 192
2015
Q4
$886K Buy
+13,386
New +$886K 0.03% 182