Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,850
Closed -$277K 2032
2025
Q1
$277K Sell
5,850
-1,884
-24% -$89.2K 0.02% 694
2024
Q4
$486K Buy
+7,734
New +$486K 0.03% 509
2024
Q1
Sell
-4,703
Closed -$203K 2103
2023
Q4
$203K Buy
+4,703
New +$203K 0.02% 819
2022
Q3
Sell
-10,860
Closed -$260K 2244
2022
Q2
$260K Buy
+10,860
New +$260K 0.02% 646