Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Buy
+6,895
New +$338K 0.19% 234
2024
Q4
Sell
-5,806
Closed -$304K 106
2024
Q3
$304K Buy
+5,806
New +$304K 0.17% 257
2024
Q1
Sell
-4,445
Closed -$218K 497
2023
Q4
$218K Sell
4,445
-6,211
-58% -$304K 0.12% 360
2023
Q3
$459K Buy
+10,656
New +$459K 0.28% 128
2022
Q4
Sell
-9,244
Closed -$246K 411
2022
Q3
$246K Buy
+9,244
New +$246K 0.16% 293
2022
Q1
Sell
-9,788
Closed -$371K 350
2021
Q4
$371K Buy
+9,788
New +$371K 0.6% 58