Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,115
Closed -$79K 2498
2024
Q4
$79K Buy
+10,115
New +$79K ﹤0.01% 1849
2024
Q3
Sell
-59,202
Closed -$474K 2435
2024
Q2
$474K Buy
+59,202
New +$474K ﹤0.01% 1214
2024
Q1
Sell
-65,192
Closed -$728K 2375
2023
Q4
$728K Buy
+65,192
New +$728K 0.01% 1069
2023
Q1
Sell
-56,194
Closed -$715K 2482
2022
Q4
$715K Buy
+56,194
New +$715K 0.01% 1118