Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,000
Closed -$249K 63
2025
Q1
$249K Buy
+1,000
New +$249K 0.05% 58
2024
Q4
Sell
-1,000
Closed -$221K 65
2024
Q3
$221K Buy
+1,000
New +$221K 0.03% 57