Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$886K Buy
+12,808
New +$886K 0.03% 187
2025
Q1
Hold
0
941
2024
Q2
Sell
-14,498
Closed -$540K 883
2024
Q1
$540K Buy
+14,498
New +$540K 0.02% 317