Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,266
Closed -$228K 333
2024
Q4
$228K Buy
+2,266
New +$228K 0.24% 163
2023
Q4
Sell
-5,140
Closed -$326K 395
2023
Q3
$326K Buy
+5,140
New +$326K 0.32% 107
2020
Q3
Sell
-9,567
Closed -$318K 424
2020
Q2
$318K Buy
+9,567
New +$318K 0.23% 96