Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Buy
+1,594
New +$361K 0.03% 161
2025
Q1
Sell
-1,087
Closed -$215K 228
2024
Q4
$215K Buy
+1,087
New +$215K 0.03% 200