Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$474K Buy
+1,492
New +$474K 0.16% 210
2025
Q1
Sell
-1,127
Closed -$455K 600
2024
Q4
$455K Buy
+1,127
New +$455K 0.19% 157