Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,274
Closed -$208K 809
2024
Q4
$208K Buy
+1,274
New +$208K 0.01% 562
2024
Q3
Sell
-7,315
Closed -$467K 793
2024
Q2
$467K Buy
+7,315
New +$467K 0.03% 432