Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,376
Closed -$246K 491
2025
Q1
$246K Buy
+3,376
New +$246K ﹤0.01% 543
2024
Q4
Sell
-7,726
Closed -$581K 603
2024
Q3
$581K Buy
+7,726
New +$581K 0.01% 407
2019
Q3
Sell
-13,938
Closed -$646K 555
2019
Q2
$646K Buy
+13,938
New +$646K 0.03% 309