Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,976
Closed -$563K 630
2025
Q1
$563K Buy
+5,976
New +$563K 0.32% 95
2024
Q2
Sell
-8,996
Closed -$703K 637
2024
Q1
$703K Buy
+8,996
New +$703K 0.4% 57
2023
Q3
Sell
-7,721
Closed -$461K 602
2023
Q2
$461K Buy
+7,721
New +$461K 0.31% 105
2022
Q3
Sell
-5,706
Closed -$320K 561
2022
Q2
$320K Buy
+5,706
New +$320K 0.22% 200