Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
+1,866
New +$225K 0.01% 372
2024
Q3
Sell
-7,635
Closed -$721K 1083
2024
Q2
$721K Buy
+7,635
New +$721K 0.03% 236