Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
+6,972
New +$285K 0.06% 308
2025
Q1
Sell
-12,677
Closed -$550K 1673
2024
Q4
$550K Buy
+12,677
New +$550K 0.21% 129