Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,050
Closed -$274K 283
2024
Q4
$274K Buy
+1,050
New +$274K 0.15% 185
2024
Q1
Sell
-769
Closed -$221K 248
2023
Q4
$221K Buy
+769
New +$221K 0.14% 223