Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
+915
New +$275K 0.1% 205
2025
Q1
Sell
-441
Closed -$213K 260
2024
Q4
$213K Buy
+441
New +$213K 0.09% 192