Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
+5,272
New +$217K 0.05% 413
2023
Q4
Sell
-7,230
Closed -$450K 219
2023
Q3
$450K Buy
+7,230
New +$450K 0.29% 121