Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-925
Closed -$581K 579
2024
Q4
$581K Buy
+925
New +$581K 0.26% 150
2023
Q4
Sell
-2,100
Closed -$1.07M 734
2023
Q3
$1.07M Buy
+2,100
New +$1.07M 0.38% 82