Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,670
Closed -$203K 132
2025
Q1
$203K Sell
12,670
-14
-0.1% -$224 0.09% 114
2024
Q4
$217K Buy
+12,684
New +$217K 0.1% 113