Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
+882
New +$217K 0.12% 286
2025
Q1
Sell
-1,750
Closed -$294K 601
2024
Q4
$294K Buy
+1,750
New +$294K 0.29% 66