Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,090
Closed -$232K 447
2025
Q1
$232K Buy
+2,090
New +$232K 0.13% 332
2024
Q1
Sell
-5,484
Closed -$452K 424
2023
Q4
$452K Buy
+5,484
New +$452K 0.25% 145
2022
Q3
Sell
-10,674
Closed -$591K 398
2022
Q2
$591K Buy
10,674
+7,387
+225% +$409K 0.4% 66
2022
Q1
$212K Buy
+3,287
New +$212K 0.17% 282