Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$717K Buy
+27,070
New +$717K 0.19% 184
2024
Q4
Sell
-12,987
Closed -$373K 649
2024
Q3
$373K Buy
+12,987
New +$373K 0.14% 265
2021
Q4
Sell
-1,636
Closed -$261K 359
2021
Q3
$261K Buy
+1,636
New +$261K 0.27% 172
2021
Q1
Sell
-4,156
Closed -$725K 756
2020
Q4
$725K Buy
+4,156
New +$725K 0.25% 114