Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
+251
New +$225K 0.06% 178
2024
Q1
Sell
-361
Closed -$210K 170
2023
Q4
$210K Buy
+361
New +$210K 0.1% 147