Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Buy
+987
New +$291K 0.09% 83
2022
Q4
Sell
-303
Closed -$36K 207
2022
Q3
$36K Buy
+303
New +$36K 0.02% 119