Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Buy
+10,558
New +$450K ﹤0.01% 642
2021
Q2
Sell
-3,733
Closed -$316K 826
2021
Q1
$316K Buy
+3,733
New +$316K ﹤0.01% 672