Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
984
-140
-12% -$31.8K 0.15% 139
2025
Q1
$274K Buy
+1,124
New +$274K 0.18% 129
2022
Q3
Sell
-925
Closed -$210K 181
2022
Q2
$210K Sell
925
-4
-0.4% -$908 0.17% 169
2022
Q1
$215K Buy
+929
New +$215K 0.14% 187