Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,947
Closed -$60.8K 2027
2025
Q1
$60.8K Buy
+6,947
New +$60.8K 0.01% 1468
2024
Q4
Sell
-35,388
Closed -$397K 1689
2024
Q3
$397K Buy
+35,388
New +$397K 0.04% 761