Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
+2,676
New +$250K 0.08% 55
2025
Q1
Hold
0
786
2021
Q4
Sell
-4,597
Closed -$206K 60
2021
Q3
$206K Buy
+4,597
New +$206K 0.24% 29