Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$532K Buy
+7,693
New +$532K 0.11% 211
2024
Q4
Sell
-5,491
Closed -$224K 268
2024
Q3
$224K Buy
+5,491
New +$224K 0.09% 260