Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$787K Buy
+85,661
New +$787K 0.21% 152
2025
Q1
Sell
-65,623
Closed -$618K 604
2024
Q4
$618K Buy
+65,623
New +$618K 0.21% 151
2022
Q1
Sell
-21,122
Closed -$254K 263
2021
Q4
$254K Sell
21,122
-9,744
-32% -$117K 0.25% 180
2021
Q3
$358K Buy
+30,866
New +$358K 0.37% 90