Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-523
Closed -$211K 208
2024
Q4
$211K Buy
+523
New +$211K 0.09% 172
2023
Q4
Sell
-2,492
Closed -$624K 213
2023
Q3
$624K Buy
+2,492
New +$624K 0.42% 48
2023
Q2
Sell
-1,356
Closed -$281K 179
2023
Q1
$281K Buy
+1,356
New +$281K 0.16% 138
2022
Q3
Sell
-927
Closed -$208K 158
2022
Q2
$208K Buy
927
+291
+46% +$65.3K 0.13% 139
2022
Q1
$228K Buy
+636
New +$228K 0.12% 131