Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
+2,887
New +$297K 0.04% 658
2023
Q2
Sell
-1,017
Closed -$64.5K 1597
2023
Q1
$64.5K Sell
1,017
-177
-15% -$11.2K 0.02% 995
2022
Q4
$57.8K Buy
+1,194
New +$57.8K 0.02% 1018
2022
Q3
Sell
-756
Closed -$37K 1606
2022
Q2
$37K Buy
+756
New +$37K 0.02% 1125
2022
Q1
Sell
-516
Closed -$36K 1834
2021
Q4
$36K Buy
+516
New +$36K 0.02% 1252