Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-731
Closed -$231K 173
2025
Q1
$231K Buy
+731
New +$231K 0.19% 144
2024
Q2
Sell
-942
Closed -$327K 147
2024
Q1
$327K Buy
+942
New +$327K 0.19% 132
2019
Q2
Sell
-1,301
Closed -$238K 109
2019
Q1
$238K Buy
+1,301
New +$238K 0.16% 109