Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$851K Buy
+11,863
New +$851K 0.15% 164
2025
Q1
Sell
-9,664
Closed -$591K 541
2024
Q4
$591K Buy
+9,664
New +$591K 0.12% 175