Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Buy
+852
New +$271K 0.15% 48
2025
Q1
Sell
-647
Closed -$261K 50
2024
Q4
$261K Buy
+647
New +$261K 0.19% 40