Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-509
Closed -$203K 41
2025
Q1
$203K Buy
+509
New +$203K 0.16% 31
2024
Q3
Sell
-509
Closed -$149K 41
2024
Q2
$149K Buy
+509
New +$149K 0.13% 34