Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-539
Closed -$123K 1817
2024
Q4
$123K Buy
+539
New +$123K 0.02% 1081
2023
Q4
Sell
-456
Closed -$67.4K 1782
2023
Q3
$67.4K Sell
456
-6
-1% -$887 0.01% 1113
2023
Q2
$101K Buy
+462
New +$101K 0.03% 845