Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-442
Closed -$201K 358
2024
Q4
$201K Buy
+442
New +$201K 0.04% 346
2023
Q2
Sell
-5,932
Closed -$224K 524
2023
Q1
$224K Buy
+5,932
New +$224K 0.03% 442