Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Buy
+15,716
New +$381K 0.02% 670
2025
Q1
Sell
-30,666
Closed -$375K 1859
2024
Q4
$375K Buy
+30,666
New +$375K 0.02% 606
2022
Q1
Sell
-6,359
Closed -$331K 1884
2021
Q4
$331K Buy
+6,359
New +$331K 0.03% 565
2021
Q2
Sell
-9,068
Closed -$771K 1916
2021
Q1
$771K Buy
+9,068
New +$771K 0.05% 325