Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Buy
+10,807
New +$378K ﹤0.01% 885
2025
Q1
Sell
-3,930
Closed -$202K 1145
2024
Q4
$202K Buy
+3,930
New +$202K ﹤0.01% 1040