Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,086
Closed -$804K 664
2024
Q4
$804K Buy
+3,086
New +$804K 0.34% 11
2024
Q2
Sell
-119
Closed -$33.8K 866
2024
Q1
$33.8K Sell
119
-59
-33% -$16.8K 0.03% 920
2023
Q4
$51.3K Buy
+178
New +$51.3K 0.05% 704