Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Buy
+12,991
New +$420K 0.07% 286
2025
Q1
Sell
-5,055
Closed -$207K 459
2024
Q4
$207K Buy
+5,055
New +$207K 0.04% 360