Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-24,400
Closed -$212K 784
2025
Q1
$212K Buy
+24,400
New +$212K 0.06% 461
2024
Q3
Sell
-12,388
Closed -$194K 802
2024
Q2
$194K Sell
12,388
-1,424
-10% -$22.3K 0.05% 526
2024
Q1
$218K Buy
+13,812
New +$218K 0.06% 496