Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
+1,140
New +$258K 0.05% 172
2025
Q1
Sell
-1,515
Closed -$299K 197
2024
Q4
$299K Buy
+1,515
New +$299K 0.05% 166