Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,161
Closed -$643K 752
2024
Q4
$643K Buy
+8,161
New +$643K 0.14% 276
2024
Q2
Sell
-2,586
Closed -$271K 787
2024
Q1
$271K Buy
+2,586
New +$271K 0.07% 445
2023
Q3
Sell
-5,593
Closed -$388K 527
2023
Q2
$388K Buy
+5,593
New +$388K 0.21% 204