Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
+2,520
New +$274K 0.09% 386
2025
Q1
Sell
-2,684
Closed -$228K 559
2024
Q4
$228K Buy
+2,684
New +$228K 0.1% 312