Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
+1,404
New +$427K 0.02% 460
2025
Q1
Sell
-957
Closed -$236K 669
2024
Q4
$236K Buy
+957
New +$236K 0.01% 594
2024
Q1
Sell
-1,827
Closed -$282K 633
2023
Q4
$282K Buy
+1,827
New +$282K 0.01% 497