Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377K Buy
+1,188
New +$377K 0.28% 36
2025
Q1
Sell
-1,232
Closed -$498K 96
2024
Q4
$498K Buy
+1,232
New +$498K 0.42% 29