Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
+6,662
New +$295K 0.42% 84
2025
Q1
Sell
-11,058
Closed -$403K 511
2024
Q4
$403K Buy
+11,058
New +$403K 0.34% 77