Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-27,012
Closed -$185K 692
2025
Q1
$185K Buy
+27,012
New +$185K 0.05% 531
2023
Q2
Sell
-17,726
Closed -$167K 538
2023
Q1
$167K Buy
+17,726
New +$167K 0.1% 364
2021
Q2
Sell
-12,088
Closed -$238K 702
2021
Q1
$238K Buy
+12,088
New +$238K 0.07% 508