Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$355K Buy
+4,996
New +$355K 0.01% 356
2024
Q2
Sell
-4,872
Closed -$458K 324
2024
Q1
$458K Buy
4,872
+2,932
+151% +$276K 0.01% 205
2023
Q4
$211K Buy
+1,940
New +$211K 0.01% 285