Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
+1,251
New +$274K 0.1% 92
2024
Q2
Sell
-1,696
Closed -$213K 119
2024
Q1
$213K Buy
+1,696
New +$213K 0.21% 88