Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-27,188
Closed -$238K 882
2025
Q1
$238K Buy
+27,188
New +$238K ﹤0.01% 623
2024
Q4
Sell
-24,403
Closed -$274K 603
2024
Q3
$274K Buy
+24,403
New +$274K 0.01% 415
2019
Q2
Sell
-12,715
Closed -$230K 436
2019
Q1
$230K Buy
+12,715
New +$230K 0.01% 359