Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
18,566
+1,164
+7% +$28.9K 0.02% 1157
2025
Q1
$366K Buy
+17,402
New +$366K 0.02% 1256
2023
Q2
Sell
-9,737
Closed -$279K 1699
2023
Q1
$279K Buy
+9,737
New +$279K 0.06% 710
2022
Q4
Sell
-9,260
Closed -$290K 1381
2022
Q3
$290K Buy
+9,260
New +$290K 0.07% 528
2021
Q2
Sell
-10,484
Closed -$295K 1002
2021
Q1
$295K Buy
+10,484
New +$295K 0.14% 278