Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,571
Closed -$731K 156
2025
Q1
$731K Buy
+6,571
New +$731K 0.18% 89
2024
Q3
Hold
0
132
2024
Q2
Hold
0
129
2024
Q1
Hold
0
136
2023
Q4
Hold
0
112