Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$947K Buy
+43,959
New +$947K 0.05% 353
2024
Q4
Sell
-24,872
Closed -$392K 2180
2024
Q3
$392K Buy
+24,872
New +$392K 0.02% 534
2021
Q3
Sell
-3,008
Closed -$293K 2047
2021
Q2
$293K Sell
3,008
-351
-10% -$34.2K 0.03% 739
2021
Q1
$205K Buy
+3,359
New +$205K 0.01% 1077
2019
Q4
Sell
-1,345
Closed -$38K 1927
2019
Q3
$38K Buy
+1,345
New +$38K ﹤0.01% 1229