Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
+2,150
New +$264K 0.13% 117
2023
Q4
Sell
-3,000
Closed -$207K 200
2023
Q3
$207K Buy
+3,000
New +$207K 0.16% 98