Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
+761
New +$242K 0.06% 512
2024
Q3
Sell
-1,408
Closed -$414K 764
2024
Q2
$414K Buy
+1,408
New +$414K 0.12% 334