Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Buy
+1,880
New +$273K 0.32% 103
2025
Q1
Sell
-1,937
Closed -$201K 307
2024
Q4
$201K Buy
+1,937
New +$201K 0.12% 271