Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-445
Closed -$421K 965
2025
Q1
$421K Sell
445
-284
-39% -$269K 0.02% 641
2024
Q4
$668K Buy
+729
New +$668K 0.03% 514
2022
Q1
Sell
-527
Closed -$299K 810
2021
Q4
$299K Buy
+527
New +$299K 0.02% 613