Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-716
Closed -$201K 142
2024
Q4
$201K Buy
+716
New +$201K 0.02% 123
2023
Q4
Sell
-781
Closed -$207K 137
2023
Q3
$207K Buy
+781
New +$207K 0.02% 111