Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
+20,602
New +$223K 0.06% 520
2025
Q1
Sell
-17,230
Closed -$259K 830
2024
Q4
$259K Buy
+17,230
New +$259K 0.09% 409
2024
Q3
Sell
-19,135
Closed -$282K 701
2024
Q2
$282K Buy
+19,135
New +$282K 0.12% 312
2024
Q1
Sell
-11,561
Closed -$198K 541
2023
Q4
$198K Buy
+11,561
New +$198K 0.15% 303
2023
Q1
Sell
-16,174
Closed -$273K 579
2022
Q4
$273K Buy
+16,174
New +$273K 0.19% 224
2022
Q2
Sell
-28,872
Closed -$815K 422
2022
Q1
$815K Sell
28,872
-107
-0.4% -$3.02K 1% 10
2021
Q4
$864K Buy
+28,979
New +$864K 0.84% 9