Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$255K Buy
+1,895
New +$255K 0.02% 403
2025
Q1
Sell
-1,545
Closed -$221K 479
2024
Q4
$221K Buy
+1,545
New +$221K 0.02% 377