Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
+763
New +$225K 0.01% 773
2025
Q1
Sell
-1,103
Closed -$277K 799
2024
Q4
$277K Buy
+1,103
New +$277K 0.01% 648