Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$488K Buy
+11,166
New +$488K 0.02% 1119
2024
Q4
Sell
-9,984
Closed -$596K 2988
2024
Q3
$596K Buy
+9,984
New +$596K 0.04% 697
2024
Q1
Sell
-8,257
Closed -$375K 2375
2023
Q4
$375K Buy
+8,257
New +$375K 0.08% 454
2023
Q2
Sell
-10,026
Closed -$413K 1893
2023
Q1
$413K Buy
+10,026
New +$413K 0.09% 421
2021
Q3
Sell
-6,007
Closed -$221K 1096
2021
Q2
$221K Buy
+6,007
New +$221K 0.07% 516