Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Buy
+4,522
New +$414K 0.13% 264
2023
Q4
Sell
-10,700
Closed -$677K 744
2023
Q3
$677K Buy
+10,700
New +$677K 0.24% 163