Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,072
Closed -$118K 2684
2025
Q1
$118K Buy
+13,072
New +$118K ﹤0.01% 1895
2023
Q4
Sell
-21,712
Closed -$177K 2419
2023
Q3
$177K Buy
+21,712
New +$177K ﹤0.01% 1649
2022
Q2
Sell
-62,704
Closed -$676K 3102
2022
Q1
$676K Buy
+62,704
New +$676K ﹤0.01% 1273