Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-506
Closed -$204K 43
2024
Q4
$204K Buy
+506
New +$204K 0.09% 36
2024
Q1
Sell
-1,061
Closed -$212K 32
2023
Q4
$212K Buy
+1,061
New +$212K 0.11% 31