Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$432K Buy
+8,300
New +$432K 0.02% 546
2025
Q1
Sell
-9,171
Closed -$470K 963
2024
Q4
$470K Buy
+9,171
New +$470K 0.03% 484