Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$488K Buy
+4,925
New +$488K 0.01% 210
2025
Q1
Sell
-5,284
Closed -$548K 456
2024
Q4
$548K Buy
+5,284
New +$548K 0.02% 183