Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Buy
+14,437
New +$292K 0.42% 85
2025
Q1
Sell
-41,042
Closed -$486K 537
2024
Q4
$486K Buy
+41,042
New +$486K 0.41% 46