Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$327K Buy
+6,510
New +$327K 0.07% 287
2025
Q1
Sell
-11,331
Closed -$599K 1376
2024
Q4
$599K Buy
+11,331
New +$599K 0.23% 117