Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,337
Closed -$261K 892
2024
Q4
$261K Buy
+2,337
New +$261K 0.08% 466
2023
Q4
Sell
-4,252
Closed -$449K 652
2023
Q3
$449K Buy
+4,252
New +$449K 0.14% 258