Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$687K Buy
+9,673
New +$687K 0.16% 139
2025
Q1
Sell
-3,284
Closed -$249K 215
2024
Q4
$249K Buy
+3,284
New +$249K 0.13% 62