Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Buy
+1,045
New +$313K 0.05% 348
2025
Q1
Sell
-3,186
Closed -$716K 479
2024
Q4
$716K Buy
+3,186
New +$716K 0.15% 141