Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,182
Closed -$175K 163
2025
Q1
$175K Buy
+10,182
New +$175K 0.09% 145
2024
Q3
Sell
-10,387
Closed -$181K 162
2024
Q2
$181K Buy
+10,387
New +$181K 0.1% 134