Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,730
Closed -$66.1K 885
2025
Q1
$66.1K Sell
10,730
-2,653
-20% -$16.3K 0.02% 510
2024
Q4
$85.1K Buy
+13,383
New +$85.1K 0.02% 588
2024
Q2
Sell
-12,446
Closed -$75K 889
2024
Q1
$75K Buy
+12,446
New +$75K 0.02% 563
2023
Q1
Sell
-16,295
Closed -$106K 611
2022
Q4
$106K Buy
+16,295
New +$106K 0.06% 358