Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,467
Closed -$712K 120
2024
Q4
$712K Buy
+3,467
New +$712K 0.4% 82
2023
Q2
Sell
-6,917
Closed -$782K 89
2023
Q1
$782K Buy
+6,917
New +$782K 0.25% 38