Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Buy
+3,678
New +$271K 0.01% 1508
2024
Q2
Sell
-4,051
Closed -$357K 1786
2024
Q1
$357K Buy
+4,051
New +$357K 0.05% 702
2023
Q4
Sell
-4,381
Closed -$249K 1512
2023
Q3
$249K Buy
+4,381
New +$249K 0.04% 859
2023
Q2
Sell
-4,541
Closed -$293K 1356
2023
Q1
$293K Buy
+4,541
New +$293K 0.06% 665