Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$576K Buy
+7,759
New +$576K 0.19% 180
2024
Q4
Sell
-3,045
Closed -$233K 488
2024
Q3
$233K Sell
3,045
-5,028
-62% -$385K 0.07% 365
2024
Q2
$640K Buy
+8,073
New +$640K 0.15% 249