Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
+1,466
New +$494K 0.11% 321
2024
Q3
Sell
-3,201
Closed -$412K 679
2024
Q2
$412K Buy
+3,201
New +$412K 0.12% 336