Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$815K Buy
+18,828
New +$815K 0.14% 173
2025
Q1
Sell
-15,358
Closed -$614K 635
2024
Q4
$614K Buy
+15,358
New +$614K 0.13% 170