Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,003
Closed -$488K 602
2025
Q1
$488K Buy
+5,003
New +$488K 0.24% 139
2024
Q4
Sell
-4,985
Closed -$558K 415
2024
Q3
$558K Buy
+4,985
New +$558K 0.32% 118