Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,563
Closed -$197K 733
2024
Q4
$197K Buy
+12,563
New +$197K 0.07% 500
2024
Q1
Sell
-12,868
Closed -$193K 469
2023
Q4
$193K Buy
+12,868
New +$193K 0.15% 306