Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
+1,833
New +$225K 0.16% 129
2025
Q1
Sell
-2,295
Closed -$238K 141
2024
Q4
$238K Buy
+2,295
New +$238K 0.2% 120