Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,860
Closed -$557K 1673
2024
Q4
$557K Buy
+7,860
New +$557K 0.04% 677
2023
Q1
Sell
-14,175
Closed -$442K 1603
2022
Q4
$442K Buy
+14,175
New +$442K 0.07% 481
2021
Q2
Sell
-5,719
Closed -$724K 956
2021
Q1
$724K Buy
+5,719
New +$724K 0.19% 162