Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
+250
New +$224K 0.1% 136
2024
Q3
Sell
-318
Closed -$262K 155
2024
Q2
$262K Hold
318
0.16% 120
2024
Q1
$222K Buy
+318
New +$222K 0.14% 139