Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
+705
New +$224K 0.16% 36
2025
Q1
Sell
-605
Closed -$244K 32
2024
Q4
$244K Buy
+605
New +$244K 0.21% 24
2024
Q3
Sell
-605
Closed -$120K 166
2024
Q2
$120K Buy
+605
New +$120K 0.1% 42