Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,116
Closed -$215K 760
2025
Q1
$215K Buy
+8,116
New +$215K 0.03% 395
2024
Q3
Sell
-6,265
Closed -$271K 586
2024
Q2
$271K Buy
+6,265
New +$271K 0.03% 388