Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,535
Closed -$342K 960
2025
Q1
$342K Buy
+2,535
New +$342K 0.02% 582
2024
Q1
Sell
-2,004
Closed -$217K 415
2023
Q4
$217K Buy
+2,004
New +$217K 0.12% 263