Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
+1,863
New +$239K 0.09% 205
2024
Q4
Sell
-900
Closed -$89.5K 398
2024
Q3
$89.5K Buy
+900
New +$89.5K 0.04% 320