Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Sell
2,545
-96
-4% -$10.1K 0.04% 261
2025
Q1
$294K Buy
+2,641
New +$294K 0.04% 235
2024
Q3
Sell
-2,443
Closed -$218K 299
2024
Q2
$218K Buy
2,443
+53
+2% +$4.73K 0.04% 266
2024
Q1
$205K Buy
+2,390
New +$205K 0.03% 278
2022
Q2
Sell
-3,862
Closed -$249K 279
2022
Q1
$249K Buy
+3,862
New +$249K 0.06% 234