Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,483
Closed -$705K 811
2024
Q4
$705K Buy
+10,483
New +$705K 0.16% 253
2024
Q2
Sell
-9,401
Closed -$576K 829
2024
Q1
$576K Buy
+9,401
New +$576K 0.15% 270
2023
Q3
Sell
-5,251
Closed -$277K 557
2023
Q2
$277K Buy
+5,251
New +$277K 0.15% 294
2023
Q1
Sell
-6,933
Closed -$291K 576
2022
Q4
$291K Buy
+6,933
New +$291K 0.15% 286