Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,693
Closed -$414K 733
2025
Q1
$414K Buy
+4,693
New +$414K 0.11% 362
2024
Q3
Sell
-7,922
Closed -$905K 739
2024
Q2
$905K Buy
+7,922
New +$905K 0.19% 195
2024
Q1
Sell
-1,685
Closed -$238K 496
2023
Q4
$238K Buy
+1,685
New +$238K 0.24% 183