Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$684K Buy
+39,564
New +$684K 0.02% 462
2024
Q2
Sell
-56,053
Closed -$900K 669
2024
Q1
$900K Buy
+56,053
New +$900K 0.02% 430
2022
Q4
Sell
-13,291
Closed -$247K 806
2022
Q3
$247K Buy
+13,291
New +$247K 0.01% 572
2022
Q1
Sell
-7,296
Closed -$209K 622
2021
Q4
$209K Buy
+7,296
New +$209K 0.01% 516