Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
+1,132
New +$205K 0.02% 456
2024
Q1
Sell
-3,594
Closed -$520K 741
2023
Q4
$520K Buy
+3,594
New +$520K 0.05% 204