Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
+466
New +$233K ﹤0.01% 896
2025
Q1
Sell
-559
Closed -$226K 938
2024
Q4
$226K Buy
+559
New +$226K ﹤0.01% 853