Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$524K Buy
+53,366
New +$524K 0.02% 1067
2024
Q3
Sell
-31,978
Closed -$256K 2222
2024
Q2
$256K Buy
+31,978
New +$256K 0.02% 1064
2023
Q4
Sell
-14,532
Closed -$224K 1735
2023
Q3
$224K Buy
+14,532
New +$224K 0.04% 954
2022
Q4
Sell
-30,648
Closed -$177K 1238
2022
Q3
$177K Buy
+30,648
New +$177K 0.04% 823
2022
Q2
Sell
-47,147
Closed -$178K 925
2022
Q1
$178K Buy
+47,147
New +$178K 0.08% 433