Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Buy
+2,659
New +$244K 0.06% 299
2025
Q1
Sell
-2,238
Closed -$207K 286
2024
Q4
$207K Sell
2,238
-32
-1% -$2.96K 0.07% 261
2024
Q3
$211K Buy
+2,270
New +$211K 0.07% 267
2022
Q1
Sell
-4,214
Closed -$222K 301
2021
Q4
$222K Sell
4,214
-816
-16% -$43K 0.06% 273
2021
Q3
$235K Buy
5,030
+988
+24% +$46.2K 0.06% 270
2021
Q2
$205K Buy
+4,042
New +$205K 0.06% 318