Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,176
Closed -$868K 588
2025
Q1
$868K Buy
+2,176
New +$868K 0.23% 175
2024
Q1
Sell
-709
Closed -$206K 404
2023
Q4
$206K Buy
+709
New +$206K 0.21% 244