Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Buy
+749
New +$238K 0.13% 66
2025
Q1
Sell
-829
Closed -$335K 73
2024
Q4
$335K Hold
829
0.2% 53
2024
Q3
$217K Buy
+829
New +$217K 0.13% 51