Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$762K Buy
+22,223
New +$762K 0.03% 830
2024
Q3
Sell
-6,045
Closed -$223K 2684
2024
Q2
$223K Sell
6,045
-8,155
-57% -$301K 0.02% 1164
2024
Q1
$559K Buy
+14,200
New +$559K 0.08% 429
2023
Q4
Sell
-9,882
Closed -$411K 2228
2023
Q3
$411K Buy
+9,882
New +$411K 0.07% 520
2023
Q1
Sell
-9,499
Closed -$260K 1706
2022
Q4
$260K Buy
+9,499
New +$260K 0.06% 690