Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$133K Hold
1,360
0.04% 113
2025
Q1
$119K Buy
+1,360
New +$119K 0.04% 110
2024
Q1
Sell
-3,663
Closed -$192K 385
2023
Q4
$192K Buy
+3,663
New +$192K 0.18% 60