Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,883
Closed -$293K 458
2025
Q1
$293K Buy
+7,883
New +$293K 0.17% 272
2023
Q4
Sell
-9,609
Closed -$339K 457
2023
Q3
$339K Buy
+9,609
New +$339K 0.21% 213
2023
Q1
Sell
-6,949
Closed -$235K 407
2022
Q4
$235K Buy
+6,949
New +$235K 0.16% 278
2022
Q3
Sell
-7,055
Closed -$283K 414
2022
Q2
$283K Buy
+7,055
New +$283K 0.19% 238