Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,899
Closed -$454K 220
2025
Q1
$454K Buy
+13,899
New +$454K 0.04% 380
2024
Q1
Sell
-11,111
Closed -$393K 263
2023
Q4
$393K Buy
+11,111
New +$393K 0.05% 297
2023
Q2
Sell
-5,438
Closed -$217K 170
2023
Q1
$217K Buy
+5,438
New +$217K 0.05% 228
2022
Q3
Sell
-14,452
Closed -$410K 192
2022
Q2
$410K Buy
+14,452
New +$410K 0.04% 311
2022
Q1
Sell
-16,451
Closed -$438K 252
2021
Q4
$438K Buy
+16,451
New +$438K 0.03% 354
2021
Q3
Sell
-14,498
Closed -$383K 248
2021
Q2
$383K Buy
+14,498
New +$383K 0.04% 351