Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,618
Closed -$865K 384
2024
Q4
$865K Buy
+7,618
New +$865K 0.36% 107
2024
Q3
Sell
-5,418
Closed -$469K 364
2024
Q2
$469K Buy
+5,418
New +$469K 0.21% 181
2023
Q2
Sell
-55
Closed -$787 529
2023
Q1
$787 Buy
+55
New +$787 ﹤0.01% 476