Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,105
Closed -$612K 1342
2024
Q4
$612K Buy
+5,105
New +$612K ﹤0.01% 951
2024
Q1
Sell
-11,668
Closed -$1.01M 1260
2023
Q4
$1.01M Buy
+11,668
New +$1.01M ﹤0.01% 763