Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$589K Buy
+14,489
New +$589K 0.14% 277
2024
Q3
Sell
-3,866
Closed -$303K 820
2024
Q2
$303K Buy
+3,866
New +$303K 0.09% 411
2024
Q1
Sell
-4,369
Closed -$414K 697
2023
Q4
$414K Buy
+4,369
New +$414K 0.3% 140
2023
Q1
Sell
-7,048
Closed -$712K 558
2022
Q4
$712K Buy
+7,048
New +$712K 0.37% 82