Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,468
Closed -$88.3K 627
2024
Q4
$88.3K Buy
+11,468
New +$88.3K 0.04% 385
2024
Q2
Sell
-11,517
Closed -$105K 642
2024
Q1
$105K Sell
11,517
-3,819
-25% -$34.9K 0.03% 572
2023
Q4
$138K Buy
+15,336
New +$138K 0.04% 579