Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-34,835
Closed -$345K 110
2024
Q4
$345K Buy
+34,835
New +$345K 0.32% 78
2023
Q3
Sell
-45,575
Closed -$690K 97
2023
Q2
$690K Buy
+45,575
New +$690K 0.82% 22