Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Buy
+2,295
New +$250K 0.01% 191
2024
Q4
Sell
-2,418
Closed -$219K 231
2024
Q3
$219K Buy
+2,418
New +$219K 0.01% 212