Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Buy
+1,296
New +$394K 0.22% 189
2024
Q2
Sell
-2,134
Closed -$416K 632
2024
Q1
$416K Buy
+2,134
New +$416K 0.24% 167
2023
Q4
Sell
-3,077
Closed -$398K 651
2023
Q3
$398K Buy
+3,077
New +$398K 0.24% 165
2023
Q1
Sell
-2,293
Closed -$237K 572
2022
Q4
$237K Buy
+2,293
New +$237K 0.16% 275
2022
Q3
Sell
-2,880
Closed -$261K 559
2022
Q2
$261K Sell
2,880
-91
-3% -$8.25K 0.18% 255
2022
Q1
$330K Buy
+2,971
New +$330K 0.27% 172