Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
+53,247
New +$489K 0.27% 127
2024
Q1
Sell
-61,496
Closed -$593K 434
2023
Q4
$593K Buy
+61,496
New +$593K 0.33% 82
2023
Q3
Sell
-66,344
Closed -$662K 422
2023
Q2
$662K Buy
+66,344
New +$662K 0.45% 45
2023
Q1
Sell
-32,385
Closed -$386K 397
2022
Q4
$386K Buy
32,385
+5,222
+19% +$62.2K 0.26% 147
2022
Q3
$291K Buy
+27,163
New +$291K 0.19% 229
2022
Q1
Sell
-37,734
Closed -$453K 332
2021
Q4
$453K Buy
+37,734
New +$453K 0.73% 35