Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,022
Closed -$237K 100
2025
Q1
$237K Buy
+7,022
New +$237K 0.07% 191
2024
Q3
Sell
-6,342
Closed -$229K 168
2024
Q2
$229K Buy
+6,342
New +$229K 0.07% 188