Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,239
Closed -$223K 78
2024
Q4
$223K Buy
+2,239
New +$223K 0.1% 66
2024
Q3
Sell
-2,737
Closed -$339K 72
2024
Q2
$339K Buy
+2,737
New +$339K 0.2% 40