Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$329K Buy
+1,945
New +$329K 0.01% 278
2025
Q1
Sell
-5,833
Closed -$470K 445
2024
Q4
$470K Buy
5,833
+1,288
+28% +$104K 0.02% 199
2024
Q3
$398K Buy
+4,545
New +$398K 0.01% 197