Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
+1,806
New +$275K 0.07% 187
2023
Q1
Sell
-598
Closed -$60K 214
2022
Q4
$60K Buy
+598
New +$60K 0.03% 188