Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Buy
+1,378
New +$301K 0.2% 130
2025
Q1
Sell
-1,535
Closed -$221K 176
2024
Q4
$221K Buy
+1,535
New +$221K 0.19% 153