Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,839
Closed -$241K 739
2024
Q4
$241K Buy
+5,839
New +$241K 0.02% 544
2023
Q4
Sell
-31,676
Closed -$1.09M 804
2023
Q3
$1.09M Buy
+31,676
New +$1.09M 0.09% 149