Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,065
Closed -$406K 1396
2025
Q1
$406K Buy
+7,065
New +$406K 0.02% 793
2024
Q1
Hold
0
1716
2023
Q4
Hold
0
1763