Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-879
Closed -$219K 475
2025
Q1
$219K Buy
+879
New +$219K 0.03% 113
2024
Q1
Sell
-874
Closed -$143K 523
2023
Q4
$143K Buy
+874
New +$143K 0.03% 90