Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$501K Buy
+16,277
New +$501K ﹤0.01% 720
2023
Q3
Sell
-1,165
Closed -$54.4K 1061
2023
Q2
$54.4K Buy
+1,165
New +$54.4K ﹤0.01% 994