Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-567
Closed -$257K 247
2024
Q4
$257K Buy
+567
New +$257K 0.15% 170
2022
Q2
Sell
-1,945
Closed -$219K 389
2022
Q1
$219K Buy
+1,945
New +$219K 0.09% 338