Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$334K Buy
+5,140
New +$334K 0.08% 420
2024
Q3
Sell
-14,801
Closed -$851K 726
2024
Q2
$851K Buy
+14,801
New +$851K 0.24% 140