Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,683
Closed -$490K 534
2024
Q4
$490K Buy
+2,683
New +$490K 0.06% 314
2024
Q3
Sell
-4,168
Closed -$730K 493
2024
Q2
$730K Buy
+4,168
New +$730K 0.07% 289