Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$975K Buy
+9,248
New +$975K 0.73% 19
2025
Q1
Sell
-9,227
Closed -$954K 55
2024
Q4
$954K Buy
+9,227
New +$954K 0.81% 19