Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
+3,659
New +$285K 0.05% 372
2025
Q1
Sell
-5,590
Closed -$456K 646
2024
Q4
$456K Buy
+5,590
New +$456K 0.1% 233