Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$231K Buy
+1,884
New +$231K 0.21% 122
2025
Q1
Sell
-1,851
Closed -$213K 141
2024
Q4
$213K Buy
+1,851
New +$213K 0.27% 115