Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,165
Closed -$253K 141
2025
Q1
$253K Buy
+1,165
New +$253K 0.08% 116
2024
Q4
Sell
-1,595
Closed -$281K 139
2024
Q3
$281K Buy
+1,595
New +$281K 0.1% 105
2024
Q1
$232K Buy
+1,558
New +$232K 0.09% 124