Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-29,286
Closed -$569K 624
2025
Q1
$569K Buy
+29,286
New +$569K 0.06% 309
2024
Q4
Sell
-52,675
Closed -$1M 512
2024
Q3
$1M Buy
+52,675
New +$1M 0.12% 212
2021
Q1
Sell
-28,624
Closed -$499K 962
2020
Q4
$499K Buy
+28,624
New +$499K 0.08% 286
2020
Q2
Sell
-24,529
Closed -$216K 1134
2020
Q1
$216K Buy
+24,529
New +$216K 0.05% 431