Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$736K Buy
+3,512
New +$736K 0.16% 203
2023
Q4
Sell
-2,007
Closed -$385K 211
2023
Q3
$385K Buy
+2,007
New +$385K 0.24% 134