Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$511K Buy
+6,450
New +$511K 0.38% 30
2025
Q1
Sell
-6,656
Closed -$662K 87
2024
Q4
$662K Buy
+6,656
New +$662K 0.56% 23