Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
+931
New +$204K 0.16% 110
2024
Q4
Sell
-1,037
Closed -$177K 183
2024
Q3
$177K Buy
+1,037
New +$177K 0.15% 95