Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Buy
+8,853
New +$477K 0.03% 145
2025
Q1
Sell
-8,353
Closed -$218K 211
2024
Q4
$218K Buy
+8,353
New +$218K 0.02% 181