Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
+5,380
New +$233K 0.04% 164
2025
Q1
Sell
-8,000
Closed -$320K 221
2024
Q4
$320K Buy
+8,000
New +$320K 0.06% 143