Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$396K Buy
+4,303
New +$396K 0.25% 55
2024
Q4
Sell
-2,500
Closed -$216K 83
2024
Q3
$216K Buy
+2,500
New +$216K 0.15% 67