Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-61,015
Closed -$746K 716
2025
Q1
$746K Sell
61,015
-642
-1% -$7.85K 0.05% 447
2024
Q4
$781K Hold
61,657
0.07% 387
2024
Q3
$543K Buy
+61,657
New +$543K 0.05% 486