Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
+681
New +$201K 0.04% 88
2022
Q1
Sell
-592
Closed -$79K 159
2021
Q4
$79K Buy
+592
New +$79K 0.07% 103