Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
+4,826
New +$231K 0.03% 384
2024
Q4
Sell
-3,079
Closed -$201K 329
2024
Q3
$201K Buy
+3,079
New +$201K 0.03% 318