Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,936
Closed -$360K 1367
2024
Q4
$360K Buy
+16,936
New +$360K ﹤0.01% 1041
2023
Q3
Sell
-26,550
Closed -$277K 1211
2023
Q2
$277K Buy
+26,550
New +$277K ﹤0.01% 986