Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$770K Buy
+3,521
New +$770K 0.35% 29
2024
Q4
Sell
-12,548
Closed -$1.77M 65
2024
Q3
$1.77M Hold
12,548
0.84% 16
2024
Q2
$1.77M Buy
+12,548
New +$1.77M 0.86% 16