Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
+1,042
New +$287K 0.09% 108
2025
Q1
Sell
-929
Closed -$215K 121
2024
Q4
$215K Buy
+929
New +$215K 0.08% 114