Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$149K Buy
+658
New +$149K 0.07% 424
2025
Q1
Sell
-551
Closed -$109K 901
2024
Q4
$109K Buy
+551
New +$109K 0.14% 297