Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,384
Closed -$617K 492
2025
Q1
$617K Buy
+13,384
New +$617K 0.3% 102
2024
Q1
Sell
-27,710
Closed -$995K 281
2023
Q4
$995K Buy
+27,710
New +$995K 0.71% 50
2023
Q2
Sell
-14,563
Closed -$610K 219
2023
Q1
$610K Buy
+14,563
New +$610K 0.78% 44