Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,669
Closed -$414K 3140
2024
Q4
$414K Buy
+5,669
New +$414K 0.03% 930
2024
Q1
Sell
-13,652
Closed -$617K 2345
2023
Q4
$617K Buy
+13,652
New +$617K 0.14% 155
2022
Q3
Sell
-7,702
Closed -$262K 1404
2022
Q2
$262K Buy
+7,702
New +$262K 0.11% 328
2021
Q3
Sell
-8,938
Closed -$254K 1078
2021
Q2
$254K Buy
+8,938
New +$254K 0.09% 453