Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,354
Closed -$290K 3023
2024
Q4
$290K Buy
+1,354
New +$290K 0.02% 1237
2024
Q1
Sell
-2,113
Closed -$258K 2281
2023
Q4
$258K Buy
+2,113
New +$258K 0.06% 751
2021
Q4
Sell
-1,662
Closed -$339K 972
2021
Q3
$339K Buy
+1,662
New +$339K 0.11% 307