Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,988
Closed -$247K 769
2024
Q4
$247K Sell
9,988
-7
-0.1% -$173 0.02% 623
2024
Q3
$287K Buy
+9,995
New +$287K 0.02% 536
2024
Q1
Sell
-7,038
Closed -$206K 592
2023
Q4
$206K Buy
+7,038
New +$206K 0.02% 669