Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,335
Closed -$494K 447
2025
Q1
$494K Buy
+5,335
New +$494K 0.24% 136
2024
Q1
Sell
-1,925
Closed -$234K 237
2023
Q4
$234K Buy
+1,925
New +$234K 0.17% 172
2023
Q3
Sell
-3,746
Closed -$492K 225
2023
Q2
$492K Buy
+3,746
New +$492K 0.44% 93