Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$799K Buy
+2,238
New +$799K 0.04% 163
2025
Q1
Sell
-635
Closed -$211K 274
2024
Q4
$211K Buy
+635
New +$211K 0.01% 243