Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,401
Closed -$234K 103
2025
Q1
$234K Buy
+1,401
New +$234K 0.03% 99
2023
Q4
Sell
-1,271
Closed -$214K 81
2023
Q3
$214K Buy
+1,271
New +$214K 0.04% 77
2023
Q1
Sell
-1,129
Closed -$203K 77
2022
Q4
$203K Buy
1,129
+1
+0.1% +$179 0.07% 66
2022
Q3
$201K Buy
+1,128
New +$201K 0.07% 59