Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
+3,017
New +$224K 0.04% 264
2025
Q1
Sell
-3,325
Closed -$284K 304
2024
Q4
$284K Buy
3,325
+503
+18% +$42.9K 0.05% 222
2024
Q3
$220K Buy
+2,822
New +$220K 0.04% 250
2021
Q4
Sell
-926
Closed -$241K 171
2021
Q3
$241K Sell
926
-41
-4% -$10.7K 0.08% 148
2021
Q2
$266K Sell
967
-3
-0.3% -$825 0.09% 140
2021
Q1
$234K Buy
+970
New +$234K 0.07% 154