Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,229
Closed -$240K 579
2024
Q4
$240K Buy
+11,229
New +$240K 0.05% 524
2024
Q3
Sell
-13,311
Closed -$207K 660
2024
Q2
$207K Buy
+13,311
New +$207K 0.06% 509