Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$115K Buy
+363
New +$115K 0.05% 64
2025
Q1
Sell
-2,000
Closed -$808K 49
2024
Q4
$808K Buy
+2,000
New +$808K 0.53% 22