Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Buy
+3,244
New +$241K 0.04% 258
2025
Q1
Sell
-3,997
Closed -$205K 287
2024
Q4
$205K Buy
+3,997
New +$205K 0.03% 290