Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$363K Buy
+1,103
New +$363K 0.03% 252
2024
Q4
Sell
-859
Closed -$298K 346
2024
Q3
$298K Buy
+859
New +$298K 0.02% 261
2024
Q2
Sell
-712
Closed -$259K 317
2024
Q1
$259K Buy
+712
New +$259K 0.02% 227