Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-21,042
Closed -$177K 984
2024
Q4
$177K Buy
+21,042
New +$177K 0.07% 612
2024
Q2
Sell
-2,509
Closed -$44.9K 1705
2024
Q1
$44.9K Buy
+2,509
New +$44.9K 0.04% 816