Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,029
Closed -$229K 48
2025
Q1
$229K Buy
+1,029
New +$229K 0.16% 45
2023
Q2
Sell
-1,402
Closed -$231K 53
2023
Q1
$231K Buy
1,402
+1
+0.1% +$165 0.19% 43
2022
Q4
$211K Buy
+1,401
New +$211K 0.17% 42