Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$695K Buy
+3,568
New +$695K 0.13% 165
2025
Q1
Sell
-2,335
Closed -$441K 774
2024
Q4
$441K Buy
+2,335
New +$441K 0.12% 177