Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-469
Closed -$60.5K 234
2024
Q4
$60.5K Buy
+469
New +$60.5K 0.04% 198
2023
Q2
Sell
-1,302
Closed -$114K 617
2023
Q1
$114K Buy
+1,302
New +$114K 0.04% 297