Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,486
Closed -$314K 439
2025
Q1
$314K Buy
+9,486
New +$314K ﹤0.01% 168
2024
Q3
Sell
-32,827
Closed -$752K 456
2024
Q2
$752K Buy
+32,827
New +$752K 0.01% 125
2024
Q1
Sell
-16,660
Closed -$410K 487
2023
Q4
$410K Buy
+16,660
New +$410K 0.02% 163