Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,242
Closed -$211K 481
2025
Q1
$211K Buy
+6,242
New +$211K 0.02% 376
2023
Q3
Sell
-5,453
Closed -$207K 185
2023
Q2
$207K Hold
5,453
0.07% 136
2023
Q1
$207K Buy
+5,453
New +$207K 0.06% 166