Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$788K Buy
+88,564
New +$788K 0.08% 395
2025
Q1
Sell
-65,235
Closed -$501K 2061
2024
Q4
$501K Buy
+65,235
New +$501K 0.07% 474