Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-13,389
Closed -$592K 533
2025
Q1
$592K Buy
+13,389
New +$592K 0.34% 83
2023
Q1
Sell
-19,505
Closed -$534K 464
2022
Q4
$534K Buy
+19,505
New +$534K 0.36% 84
2022
Q3
Sell
-10,825
Closed -$312K 482
2022
Q2
$312K Buy
10,825
+2,667
+33% +$76.9K 0.21% 210
2022
Q1
$306K Buy
+8,158
New +$306K 0.25% 189