Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,760
Closed -$594K 1171
2024
Q4
$594K Buy
+1,760
New +$594K 0.01% 877
2023
Q2
Sell
-4,154
Closed -$1.38M 1083
2023
Q1
$1.38M Buy
+4,154
New +$1.38M 0.07% 494