Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$730K Buy
+3,560
New +$730K 0.45% 22
2023
Q4
Sell
-3,411
Closed -$584K 10
2023
Q3
$584K Buy
+3,411
New +$584K 0.44% 14