Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
+4,205
New +$202K 0.24% 103
2025
Q1
Sell
-5,847
Closed -$286K 104
2024
Q4
$286K Buy
+5,847
New +$286K 0.4% 71