Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$905K Buy
+11,200
New +$905K 0.5% 60
2025
Q1
Sell
-10,906
Closed -$796K 300
2024
Q4
$796K Buy
+10,906
New +$796K 0.47% 45