Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$167K Sell
10,782
-1,143
-10% -$17.7K 0.01% 518
2025
Q1
$188K Buy
+11,925
New +$188K 0.02% 486
2024
Q4
Sell
-14,743
Closed -$280K 618
2024
Q3
$280K Buy
+14,743
New +$280K 0.02% 510
2024
Q2
Sell
-12,630
Closed -$225K 325
2024
Q1
$225K Buy
+12,630
New +$225K 0.02% 509
2022
Q1
Sell
-10,422
Closed -$220K 541
2021
Q4
$220K Buy
+10,422
New +$220K 0.02% 472