Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
+1,982
New +$288K 0.06% 320
2024
Q4
Sell
-936
Closed -$269K 395
2024
Q3
$269K Buy
+936
New +$269K 0.08% 305