Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
+591
New +$229K 0.27% 174
2025
Q1
Sell
-722
Closed -$321K 166
2024
Q4
$321K Buy
+722
New +$321K 0.18% 80