Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
3,849
-307
-7% -$22.1K 0.01% 1493
2025
Q1
$314K Buy
+4,156
New +$314K 0.02% 1369
2023
Q2
Sell
-6,684
Closed -$530K 1712
2023
Q1
$530K Buy
+6,684
New +$530K 0.11% 257
2022
Q1
Sell
-3,143
Closed -$244K 881
2021
Q4
$244K Buy
+3,143
New +$244K 0.14% 288
2021
Q3
Sell
-6,662
Closed -$494K 956
2021
Q2
$494K Buy
+6,662
New +$494K 0.17% 173