Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,596
Closed -$261K 349
2024
Q4
$261K Buy
+2,596
New +$261K 0.06% 290
2024
Q1
Sell
-3,474
Closed -$244K 347
2023
Q4
$244K Buy
+3,474
New +$244K 0.05% 287
2023
Q2
Sell
-132,680
Closed -$1.72M 480
2023
Q1
$1.72M Buy
+132,680
New +$1.72M 0.26% 102