Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,860
Closed -$425K 372
2024
Q4
$425K Buy
+1,860
New +$425K 0.24% 30
2024
Q3
Sell
-2,077
Closed -$398K 639
2024
Q2
$398K Buy
+2,077
New +$398K 0.21% 99
2023
Q4
Sell
-1,573
Closed -$233K 638
2023
Q3
$233K Buy
+1,573
New +$233K 0.12% 265