Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$905K Buy
+39,208
New +$905K 0.04% 732
2025
Q1
Sell
-27,069
Closed -$510K 2873
2024
Q4
$510K Buy
+27,069
New +$510K 0.04% 747
2023
Q4
Sell
-10,796
Closed -$260K 1955
2023
Q3
$260K Buy
+10,796
New +$260K 0.04% 831