Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-34,815
Closed -$206K 559
2025
Q1
$206K Buy
+34,815
New +$206K 0.08% 388
2024
Q2
Sell
-24,260
Closed -$239K 442
2024
Q1
$239K Buy
+24,260
New +$239K 0.06% 477
2023
Q4
Sell
-13,500
Closed -$95.7K 629
2023
Q3
$95.7K Sell
13,500
-800
-6% -$5.67K 0.03% 433
2023
Q2
$132K Buy
+14,300
New +$132K 0.16% 226