Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-690
Closed -$150K 979
2025
Q1
$150K Buy
+690
New +$150K 0.01% 346
2024
Q1
Sell
-1,611
Closed -$207K 883
2023
Q4
$207K Buy
+1,611
New +$207K 0.01% 762