Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,116
Closed -$493K 603
2024
Q4
$493K Buy
+2,116
New +$493K 0.22% 176
2024
Q2
Sell
-2,000
Closed -$717K 612
2024
Q1
$717K Buy
+2,000
New +$717K 0.17% 201