Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Buy
+1,280
New +$351K 0.12% 287
2025
Q1
Sell
-584
Closed -$266K 575
2024
Q4
$266K Buy
+584
New +$266K 0.11% 307