Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
+5,620
New +$273K ﹤0.01% 847
2025
Q1
Sell
-10,814
Closed -$517K 1339
2024
Q4
$517K Buy
+10,814
New +$517K 0.02% 435