Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
+11,997
New +$461K 0.01% 1252
2024
Q3
Sell
-5,198
Closed -$200K 1825
2024
Q2
$200K Buy
+5,198
New +$200K ﹤0.01% 1562
2021
Q2
Sell
-8,031
Closed -$358K 1212
2021
Q1
$358K Buy
+8,031
New +$358K 0.03% 536
2020
Q4
Sell
-10,167
Closed -$478K 1033
2020
Q3
$478K Buy
+10,167
New +$478K 0.1% 343