Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
+1,250
New +$274K 0.1% 52
2025
Q1
Sell
-1,025
Closed -$225K 62
2024
Q4
$225K Buy
+1,025
New +$225K 0.06% 62