Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$728K Sell
9,537
-668
-7% -$51K 0.03% 855
2025
Q1
$724K Buy
+10,205
New +$724K 0.04% 754
2024
Q2
Sell
-7,612
Closed -$572K 2296
2024
Q1
$572K Buy
7,612
+2,523
+50% +$189K 0.08% 411
2023
Q4
$375K Buy
+5,089
New +$375K 0.08% 455