Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-29
Closed -$237K 247
2024
Q4
$237K Buy
+29
New +$237K 0.16% 72
2024
Q2
Sell
-38
Closed -$308K 259
2024
Q1
$308K Sell
38
-1
-3% -$8.1K 0.07% 163
2023
Q4
$273K Sell
39
-11
-22% -$77K 0.06% 209
2023
Q3
$298K Buy
+50
New +$298K 0.04% 194