Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-16,697
Closed -$792K 3173
2025
Q1
$792K Buy
16,697
+9,644
+137% +$457K 0.04% 698
2024
Q4
$443K Buy
+7,053
New +$443K 0.04% 867
2023
Q2
Sell
-7,382
Closed -$217K 1849
2023
Q1
$217K Buy
+7,382
New +$217K 0.05% 902