Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,200
Closed -$111K 963
2025
Q1
$111K Buy
+11,200
New +$111K 0.02% 680
2024
Q1
Sell
-19,800
Closed -$315K 914
2023
Q4
$315K Buy
+19,800
New +$315K 0.06% 501