Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,382
Closed -$239K 157
2024
Q4
$239K Buy
+2,382
New +$239K 0.08% 124
2024
Q1
Sell
-32,892
Closed -$967K 184
2023
Q4
$967K Buy
+32,892
New +$967K 0.4% 36