Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$280K Buy
+3,461
New +$280K 0.03% 153
2023
Q3
Sell
-6,288
Closed -$271K 233
2023
Q2
$271K Buy
+6,288
New +$271K 0.04% 137