Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
+5,510
New +$200K 0.01% 696
2025
Q1
Sell
-8,792
Closed -$213K 586
2024
Q4
$213K Buy
+8,792
New +$213K 0.02% 501