Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23K Buy
+16,642
New +$23K 0.04% 90
2023
Q3
Sell
-11,874
Closed -$125K 86
2023
Q2
$125K Buy
+11,874
New +$125K 0.3% 27