Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Buy
+777
New +$277K 0.05% 176
2025
Q1
Sell
-611
Closed -$203K 234
2024
Q4
$203K Hold
611
0.04% 190
2024
Q3
$203K Buy
+611
New +$203K 0.04% 193