Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$690K Buy
+5,624
New +$690K 0.02% 488
2023
Q2
Sell
-6,500
Closed -$261K 125
2023
Q1
$261K Buy
+6,500
New +$261K 0.06% 141