Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,100
Closed -$267K 448
2025
Q1
$267K Buy
15,100
+928
+7% +$16.4K 0.04% 417
2024
Q4
$220K Buy
+14,172
New +$220K 0.03% 442
2023
Q1
Sell
-12,708
Closed -$172K 368
2022
Q4
$172K Buy
12,708
+618
+5% +$8.34K 0.06% 293
2022
Q3
$169K Hold
12,090
0.07% 256
2022
Q2
$169K Buy
+12,090
New +$169K 0.07% 255