Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
+1,106
New +$200K 0.01% 236
2024
Q4
Sell
-1,032
Closed -$208K 238
2024
Q3
$208K Buy
+1,032
New +$208K 0.01% 220