Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Buy
+1,211
New +$334K 0.16% 89
2025
Q1
Sell
-1,068
Closed -$248K 97
2024
Q4
$248K Buy
+1,068
New +$248K 0.14% 91