Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
+735
New +$233K 0.13% 348
2024
Q2
Sell
-848
Closed -$278K 542
2024
Q1
$278K Buy
+848
New +$278K 0.16% 278
2023
Q1
Sell
-1,228
Closed -$218K 493
2022
Q4
$218K Buy
+1,228
New +$218K 0.15% 306
2022
Q2
Sell
-1,132
Closed -$220K 484
2022
Q1
$220K Buy
+1,132
New +$220K 0.18% 276