Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Buy
+1,400
New +$226K 0.37% 51
2024
Q4
Sell
-5,260
Closed -$752K 56
2024
Q3
$752K Buy
+5,260
New +$752K 0.89% 12