Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
+20,191
New +$273K 0.02% 456
2024
Q4
Sell
-20,038
Closed -$232K 497
2024
Q3
$232K Buy
+20,038
New +$232K 0.02% 402
2022
Q1
Sell
-5,826
Closed -$434K 201
2021
Q4
$434K Buy
+5,826
New +$434K 0.07% 158
2021
Q3
Sell
-12,937
Closed -$802K 292
2021
Q2
$802K Buy
+12,937
New +$802K 0.1% 124