Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$820K Buy
+11,642
New +$820K 0.22% 147
2025
Q1
Sell
-3,597
Closed -$225K 826
2024
Q4
$225K Buy
+3,597
New +$225K 0.08% 454