Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,894
Closed -$292K 571
2025
Q1
$292K Buy
+1,894
New +$292K 0.06% 363
2024
Q4
Sell
-1,939
Closed -$260K 515
2024
Q3
$260K Buy
+1,939
New +$260K 0.08% 354
2023
Q2
Sell
-4,750
Closed -$544K 500
2023
Q1
$544K Buy
+4,750
New +$544K 0.32% 115
2022
Q2
Sell
-2,220
Closed -$303K 348
2022
Q1
$303K Buy
+2,220
New +$303K 0.16% 256