Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$215K Buy
+7,684
New +$215K 0.06% 534
2024
Q1
Sell
-15,553
Closed -$234K 466
2023
Q4
$234K Buy
+15,553
New +$234K 0.18% 241
2022
Q1
Sell
-10,081
Closed -$180K 342
2021
Q4
$180K Buy
+10,081
New +$180K 0.17% 257
2021
Q2
Sell
-20,456
Closed -$411K 741
2021
Q1
$411K Buy
+20,456
New +$411K 0.13% 312