Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Buy
+7,257
New +$349K 0.16% 133
2024
Q1
Sell
-3,275
Closed -$224K 152
2023
Q4
$224K Buy
+3,275
New +$224K 0.19% 97