Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Buy
+823
New +$261K 0.2% 67
2025
Q1
Sell
-1,092
Closed -$441K 75
2024
Q4
$441K Buy
+1,092
New +$441K 0.41% 43