Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$750K Buy
+15,645
New +$750K 0.2% 167
2024
Q4
Sell
-5,524
Closed -$360K 690
2024
Q3
$360K Buy
+5,524
New +$360K 0.14% 274
2023
Q3
Sell
-9,452
Closed -$615K 503
2023
Q2
$615K Buy
+9,452
New +$615K 0.33% 83
2021
Q3
Sell
-7,855
Closed -$300K 521
2021
Q2
$300K Buy
+7,855
New +$300K 0.11% 342