Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,839
Closed -$212K 430
2025
Q1
$212K Buy
+19,839
New +$212K ﹤0.01% 266
2024
Q2
Sell
-51,646
Closed -$984K 482
2024
Q1
$984K Buy
+51,646
New +$984K 0.02% 63
2023
Q2
Sell
-29,660
Closed -$582K 472
2023
Q1
$582K Buy
+29,660
New +$582K 0.01% 89
2021
Q4
Sell
-12,741
Closed -$412K 411
2021
Q3
$412K Buy
+12,741
New +$412K 0.01% 316