Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Buy
+6,349
New +$518K 0.05% 105
2023
Q3
Sell
-5,886
Closed -$363K 688
2023
Q2
$363K Buy
+5,886
New +$363K 0.04% 283
2022
Q4
Sell
-5,661
Closed -$290K 534
2022
Q3
$290K Buy
+5,661
New +$290K 0.04% 87
2022
Q1
Sell
-4,377
Closed -$257K 127
2021
Q4
$257K Buy
+4,377
New +$257K 0.03% 61