Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,805
Closed -$677K 258
2024
Q4
$677K Buy
+9,805
New +$677K 0.04% 154
2024
Q2
Sell
-5,000
Closed -$499K 260
2024
Q1
$499K Buy
+5,000
New +$499K 0.02% 190