Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,879
Closed -$716K 148
2024
Q4
$716K Buy
+6,879
New +$716K 0.4% 81
2024
Q2
Sell
-20,115
Closed -$2.49M 135
2024
Q1
$2.49M Buy
+20,115
New +$2.49M 1.04% 33