Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$175K Buy
+16,662
New +$175K 0.1% 407
2024
Q4
Sell
-10,653
Closed -$190K 278
2024
Q3
$190K Buy
+10,653
New +$190K 0.11% 382
2024
Q2
Sell
-9,417
Closed -$221K 592
2024
Q1
$221K Buy
+9,417
New +$221K 0.13% 355
2022
Q2
Sell
-16,787
Closed -$268K 515
2022
Q1
$268K Buy
+16,787
New +$268K 0.22% 225