Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$545K Buy
+24,577
New +$545K ﹤0.01% 458
2025
Q1
Sell
-36,661
Closed -$850K 658
2024
Q4
$850K Buy
+36,661
New +$850K ﹤0.01% 413
2024
Q3
Hold
0
559