Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$243K Buy
+6,670
New +$243K 0.06% 495
2024
Q3
Sell
-9,721
Closed -$223K 722
2024
Q2
$223K Buy
+9,721
New +$223K 0.09% 383
2024
Q1
Sell
-9,332
Closed -$230K 563
2023
Q4
$230K Buy
+9,332
New +$230K 0.17% 254
2022
Q2
Sell
-6,522
Closed -$236K 442
2022
Q1
$236K Buy
+6,522
New +$236K 0.29% 166