Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
+4,387
New +$239K 0.06% 516
2025
Q1
Sell
-6,387
Closed -$441K 835
2024
Q4
$441K Buy
+6,387
New +$441K 0.1% 361
2024
Q3
Sell
-9,161
Closed -$679K 869
2024
Q2
$679K Buy
+9,161
New +$679K 0.19% 205
2023
Q2
Sell
-20,810
Closed -$1.01M 613
2023
Q1
$1.01M Buy
+20,810
New +$1.01M 0.33% 103