Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,432
Closed -$215K 737
2024
Q4
$215K Buy
+3,432
New +$215K 0.01% 647
2023
Q4
Sell
-3,309
Closed -$213K 705
2023
Q3
$213K Buy
+3,309
New +$213K 0.01% 578