Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,332
Closed -$355K 522
2025
Q1
$355K Buy
+1,332
New +$355K 0.2% 217
2024
Q3
Sell
-2,655
Closed -$457K 514
2024
Q2
$457K Buy
+2,655
New +$457K 0.28% 138
2023
Q2
Sell
-1,709
Closed -$249K 476
2023
Q1
$249K Buy
+1,709
New +$249K 0.16% 283
2022
Q4
Sell
-3,058
Closed -$443K 439
2022
Q3
$443K Buy
+3,058
New +$443K 0.29% 121
2022
Q1
Sell
-936
Closed -$229K 367
2021
Q4
$229K Buy
+936
New +$229K 0.37% 141