Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$834K Buy
+4,066
New +$834K 0.19% 191
2024
Q3
Sell
-2,167
Closed -$456K 606
2024
Q2
$456K Buy
+2,167
New +$456K 0.13% 307