Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
+724
New +$230K 0.16% 56
2025
Q1
Sell
-600
Closed -$242K 61
2024
Q4
$242K Buy
+600
New +$242K 0.18% 50