Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-30,793
Closed -$183K 658
2024
Q4
$183K Buy
+30,793
New +$183K 0.08% 341
2023
Q4
Sell
-19,093
Closed -$171K 778
2023
Q3
$171K Buy
+19,093
New +$171K 0.06% 398