Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$612K Buy
1,498
+240
+19% +$98K 0.09% 351
2025
Q1
$416K Buy
+1,258
New +$416K 0.08% 315
2024
Q3
Sell
-699
Closed -$255K 461
2024
Q2
$255K Buy
+699
New +$255K 0.19% 249
2023
Q4
Sell
-994
Closed -$312K 522
2023
Q3
$312K Sell
994
-154
-13% -$48.3K 0.09% 378
2023
Q2
$381K Buy
+1,148
New +$381K 0.2% 214
2022
Q1
Sell
-1,417
Closed -$295K 448
2021
Q4
$295K Buy
+1,417
New +$295K 0.23% 205