Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,929
Closed -$221K 870
2024
Q4
$221K Buy
+3,929
New +$221K 0.01% 728
2023
Q1
Sell
-5,208
Closed -$272K 649
2022
Q4
$272K Buy
+5,208
New +$272K 0.01% 530