Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,029
Closed -$358K 783
2025
Q1
$358K Buy
+2,029
New +$358K 0.04% 343
2024
Q4
Sell
-4,710
Closed -$841K 636
2024
Q3
$841K Buy
+4,710
New +$841K 0.09% 275