Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Hold
1,456
0.19% 81
2025
Q1
$242K Buy
+1,456
New +$242K 0.15% 102
2024
Q3
Sell
-1,825
Closed -$317K 121
2024
Q2
$317K Buy
+1,825
New +$317K 0.17% 73