Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-15,233
Closed -$371K 1725
2025
Q1
$371K Buy
+15,233
New +$371K 0.02% 591
2024
Q4
Sell
-19,034
Closed -$380K 1762
2024
Q3
$380K Buy
+19,034
New +$380K 0.02% 541
2023
Q2
Sell
-9,986
Closed -$244K 1733
2023
Q1
$244K Buy
+9,986
New +$244K 0.03% 640