Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$809K Buy
+8,092
New +$809K 0.03% 478
2025
Q1
Sell
-2,957
Closed -$233K 1199
2024
Q4
$233K Buy
+2,957
New +$233K 0.01% 846