Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,700
Closed -$502K 108
2025
Q1
$502K Buy
+4,700
New +$502K 0.07% 44
2024
Q1
Hold
0
118
2023
Q4
Hold
0
151