Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
+1,853
New +$300K 0.1% 89
2025
Q1
Sell
-1,725
Closed -$213K 108
2024
Q4
$213K Buy
+1,725
New +$213K 0.08% 101