Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
+589
New +$210K 0.05% 239
2025
Q1
Sell
-559
Closed -$200K 248
2024
Q4
$200K Buy
+559
New +$200K 0.06% 234