Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,126
Closed -$258K 498
2025
Q1
$258K Buy
+6,126
New +$258K 0.13% 252
2023
Q4
Sell
-5,581
Closed -$374K 253
2023
Q3
$374K Buy
+5,581
New +$374K 0.24% 140