Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-62,083
Closed -$4.62M 933
2024
Q4
$4.62M Buy
+62,083
New +$4.62M 0.08% 231
2023
Q3
Sell
-45,939
Closed -$2.94M 861
2023
Q2
$2.94M Buy
+45,939
New +$2.94M 0.06% 337
2023
Q1
Sell
-79,560
Closed -$3.24M 849
2022
Q4
$3.24M Buy
+79,560
New +$3.24M 0.06% 347