Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,018
Closed -$354K 700
2024
Q4
$354K Buy
+2,018
New +$354K 0.16% 228
2024
Q3
Sell
-3,557
Closed -$630K 625
2024
Q2
$630K Buy
+3,557
New +$630K 0.15% 253