Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$783K Buy
+874
New +$783K 0.26% 104
2025
Q1
Sell
-321
Closed -$202K 481
2024
Q4
$202K Buy
+321
New +$202K 0.08% 383