Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,662
Closed -$755K 1266
2024
Q4
$755K Buy
+14,662
New +$755K 0.02% 844
2024
Q3
Sell
-8,799
Closed -$336K 1399
2024
Q2
$336K Buy
+8,799
New +$336K 0.01% 1074
2024
Q1
Sell
-10,410
Closed -$362K 1179
2023
Q4
$362K Buy
+10,410
New +$362K 0.01% 905
2023
Q1
Sell
-6,184
Closed -$214K 1232
2022
Q4
$214K Buy
+6,184
New +$214K 0.01% 1001