Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$650K Buy
+2,706
New +$650K 0.01% 587
2025
Q1
Sell
-3,096
Closed -$636K 1761
2024
Q4
$636K Buy
+3,096
New +$636K 0.01% 478
2023
Q4
Sell
-1,427
Closed -$313K 1624
2023
Q3
$313K Buy
+1,427
New +$313K 0.01% 738
2023
Q1
Sell
-4,455
Closed -$823K 1332
2022
Q4
$823K Buy
+4,455
New +$823K 0.02% 351
2021
Q3
Sell
-3,169
Closed -$654K 1215
2021
Q2
$654K Buy
+3,169
New +$654K 0.02% 450