Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$525K Buy
+12,766
New +$525K 0.02% 1065
2025
Q1
Sell
-5,875
Closed -$333K 2743
2024
Q4
$333K Buy
+5,875
New +$333K 0.03% 1121
2023
Q3
Sell
-4,039
Closed -$253K 1788
2023
Q2
$253K Buy
+4,039
New +$253K 0.05% 842
2021
Q4
Sell
-3,468
Closed -$207K 844
2021
Q3
$207K Buy
+3,468
New +$207K 0.07% 488
2021
Q2
Sell
-3,734
Closed -$200K 957
2021
Q1
$200K Buy
+3,734
New +$200K 0.1% 504