Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,240
Closed -$256K 562
2025
Q1
$256K Buy
+9,240
New +$256K 0.07% 297
2024
Q3
Sell
-5,100
Closed -$179K 1429
2024
Q2
$179K Buy
+5,100
New +$179K 0.05% 217