Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,999
Closed -$205K 776
2025
Q1
$205K Buy
+2,999
New +$205K 0.06% 468
2024
Q2
Sell
-8,804
Closed -$739K 758
2024
Q1
$739K Buy
+8,804
New +$739K 0.19% 207