Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-23,773
Closed -$602K 608
2025
Q1
$602K Buy
+23,773
New +$602K 0.35% 78
2024
Q4
Sell
-13,853
Closed -$401K 303
2024
Q3
$401K Buy
+13,853
New +$401K 0.22% 190
2023
Q2
Sell
-13,261
Closed -$541K 561
2023
Q1
$541K Buy
+13,261
New +$541K 0.35% 75