Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,040
Closed -$82K 128
2024
Q4
$82K Buy
+5,040
New +$82K 0.04% 102
2024
Q1
Sell
-39,000
Closed -$580K 99
2023
Q4
$580K Buy
+39,000
New +$580K 0.31% 32