Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
+1,600
New +$290K 0.02% 622
2025
Q1
Sell
-2,358
Closed -$464K 881
2024
Q4
$464K Buy
+2,358
New +$464K 0.05% 448