Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$325K Buy
+1,888
New +$325K 0.18% 252
2024
Q2
Sell
-3,095
Closed -$779K 660
2024
Q1
$779K Buy
+3,095
New +$779K 0.45% 40