Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$524K Buy
+7,471
New +$524K 0.09% 247
2025
Q1
Sell
-4,841
Closed -$361K 558
2024
Q4
$361K Buy
+4,841
New +$361K 0.08% 267