Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Buy
+1,491
New +$289K 0.02% 575
2025
Q1
Sell
-1,465
Closed -$202K 750
2024
Q4
$202K Buy
+1,465
New +$202K 0.01% 681