Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
+1,101
New +$240K 0.15% 62
2025
Q1
Sell
-1,064
Closed -$233K 60
2024
Q4
$233K Buy
+1,064
New +$233K 0.19% 49