Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-35,714
Closed -$361K 2009
2024
Q4
$361K Buy
+35,714
New +$361K 0.02% 623
2023
Q3
Sell
-11,163
Closed -$103K 1880
2023
Q2
$103K Buy
+11,163
New +$103K 0.01% 1040
2022
Q3
Sell
-34,260
Closed -$325K 2220
2022
Q2
$325K Buy
+34,260
New +$325K 0.03% 550