Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$397K Buy
+4,918
New +$397K 0.13% 260
2025
Q1
Sell
-2,768
Closed -$202K 609
2024
Q4
$202K Buy
+2,768
New +$202K 0.08% 384