Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$428K Buy
+6,258
New +$428K 0.14% 252
2024
Q3
Sell
-6,800
Closed -$451K 564
2024
Q2
$451K Buy
+6,800
New +$451K 0.11% 317