Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
+3,457
New +$257K 0.11% 336
2024
Q1
Sell
-19,387
Closed -$846K 878
2023
Q4
$846K Buy
19,387
+10,707
+123% +$467K 0.4% 71
2023
Q3
$383K Sell
8,680
-5,796
-40% -$256K 0.12% 295
2023
Q2
$647K Buy
+14,476
New +$647K 0.34% 112
2023
Q1
Sell
-22,200
Closed -$921K 220
2022
Q4
$921K Buy
+22,200
New +$921K 0.67% 20