Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
+2,202
New +$205K 0.08% 189
2024
Q4
Sell
-2,927
Closed -$220K 230
2024
Q3
$220K Buy
+2,927
New +$220K 0.08% 184