Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422K Buy
+3,099
New +$422K 0.19% 37
2025
Q1
Sell
-708
Closed -$53.5K 54
2024
Q4
$53.5K Buy
+708
New +$53.5K 0.02% 48