Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
+2,894
New +$200K 0.13% 181
2025
Q1
Sell
-3,451
Closed -$210K 171
2024
Q4
$210K Buy
+3,451
New +$210K 0.18% 159