Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
+1,559
New +$212K 0.08% 157
2024
Q1
Sell
-1,823
Closed -$202K 150
2023
Q4
$202K Buy
+1,823
New +$202K 0.13% 140
2023
Q1
Sell
-1,793
Closed -$203K 145
2022
Q4
$203K Buy
+1,793
New +$203K 0.15% 134
2022
Q1
Sell
-1,715
Closed -$206K 144
2021
Q4
$206K Buy
+1,715
New +$206K 0.16% 132