Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,587
Closed -$321K 229
2024
Q4
$321K Buy
+5,587
New +$321K 0.18% 82
2024
Q3
Sell
-3,758
Closed -$204K 523
2024
Q2
$204K Buy
+3,758
New +$204K 0.11% 362
2024
Q1
Sell
-10,355
Closed -$507K 532
2023
Q4
$507K Buy
+10,355
New +$507K 0.16% 167