Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Buy
+30,000
New +$261K 0.02% 92
2021
Q3
Sell
-7,500
Closed -$511K 123
2021
Q2
$511K Buy
+7,500
New +$511K 0.15% 69