Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$750K Buy
+2,361
New +$750K 0.46% 19
2023
Q4
Sell
-2,986
Closed -$747K 31
2023
Q3
$747K Buy
+2,986
New +$747K 0.56% 13