Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Buy
+3,541
New +$268K 0.12% 323
2025
Q1
Sell
-1,693
Closed -$129K 892
2024
Q4
$129K Buy
+1,693
New +$129K 0.16% 244