Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$998K Buy
+10,065
New +$998K 0.15% 258
2025
Q1
Sell
-4,621
Closed -$480K 476
2024
Q4
$480K Buy
+4,621
New +$480K 0.14% 255
2024
Q3
Sell
-4,182
Closed -$307K 451
2024
Q2
$307K Buy
+4,182
New +$307K 0.23% 198
2024
Q1
Sell
-6,896
Closed -$513K 384
2023
Q4
$513K Buy
+6,896
New +$513K 0.15% 283
2022
Q1
Sell
-4,328
Closed -$251K 431
2021
Q4
$251K Buy
+4,328
New +$251K 0.19% 240