Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$935K Buy
+4,285
New +$935K 0.16% 146
2025
Q1
Sell
-6,531
Closed -$940K 534
2024
Q4
$940K Buy
+6,531
New +$940K 0.2% 106