Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$503K Buy
+14,730
New +$503K 0.06% 302
2025
Q1
Sell
-5,822
Closed -$184K 1163
2024
Q4
$184K Buy
+5,822
New +$184K 0.02% 541