Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$960K Buy
+8,996
New +$960K 0.01% 1003
2025
Q1
Sell
-1,956
Closed -$229K 1792
2024
Q4
$229K Sell
1,956
-234
-11% -$27.4K ﹤0.01% 1476
2024
Q3
$270K Buy
+2,190
New +$270K 0.01% 1154