Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,285
Closed -$349K 515
2025
Q1
$349K Buy
+1,285
New +$349K 0.2% 222
2024
Q4
Sell
-1,430
Closed -$474K 144
2024
Q3
$474K Buy
+1,430
New +$474K 0.26% 144
2024
Q2
Sell
-661
Closed -$207K 495
2024
Q1
$207K Buy
+661
New +$207K 0.12% 369
2023
Q2
Sell
-2,243
Closed -$384K 471
2023
Q1
$384K Buy
+2,243
New +$384K 0.25% 162
2022
Q3
Sell
-2,815
Closed -$355K 468
2022
Q2
$355K Buy
+2,815
New +$355K 0.24% 174