Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Buy
+1,323
New +$402K 0.01% 321
2025
Q1
Sell
-2,193
Closed -$540K 422
2024
Q4
$540K Hold
2,193
0.01% 271
2024
Q3
$502K Buy
+2,193
New +$502K 0.01% 270