Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-853
Closed -$283K 127
2024
Q4
$283K Buy
+853
New +$283K 0.04% 152
2023
Q3
Sell
-1,223
Closed -$246K 166
2023
Q2
$246K Buy
+1,223
New +$246K 0.06% 155