Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Buy
+10,463
New +$437K 0.05% 235
2025
Q1
Sell
-6,007
Closed -$292K 340
2024
Q4
$292K Buy
+6,007
New +$292K 0.04% 272
2024
Q1
Sell
-6,167
Closed -$389K 319
2023
Q4
$389K Buy
+6,167
New +$389K 0.06% 216
2023
Q2
Sell
-1,643
Closed -$201K 297
2023
Q1
$201K Buy
1,643
+7
+0.4% +$856 0.03% 267
2022
Q4
$204K Buy
+1,636
New +$204K 0.03% 247