Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Buy
+747
New +$220K 0.11% 92
2024
Q3
Sell
-1,196
Closed -$237K 94
2024
Q2
$237K Buy
+1,196
New +$237K 0.15% 78