Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$507K Buy
+3,964
New +$507K 0.02% 1094
2024
Q4
Sell
-17,082
Closed -$645K 2829
2024
Q3
$645K Buy
+17,082
New +$645K 0.05% 641
2022
Q3
Sell
-2,224
Closed -$48K 1347
2022
Q2
$48K Buy
+2,224
New +$48K 0.02% 747
2021
Q4
Sell
-663
Closed -$63K 958
2021
Q3
$63K Buy
+663
New +$63K 0.02% 591