Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Buy
+654
New +$350K 0.01% 41
2025
Q1
Sell
-621
Closed -$282K 57
2024
Q4
$282K Hold
621
0.01% 46
2024
Q3
$267K Hold
621
0.01% 47
2024
Q2
$227K Hold
621
0.01% 49
2024
Q1
$217K Buy
+621
New +$217K 0.01% 53