Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Buy
+1,291
New +$380K 0.13% 116
2025
Q1
Sell
-1,460
Closed -$321K 193
2024
Q4
$321K Buy
+1,460
New +$321K 0.12% 110