Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-17,791
Closed -$926K 507
2025
Q1
$926K Buy
17,791
+13,730
+338% +$714K 0.06% 332
2024
Q4
$224K Buy
+4,061
New +$224K 0.01% 464
2023
Q1
Sell
-7,865
Closed -$235K 391
2022
Q4
$235K Buy
+7,865
New +$235K 0.04% 359