Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$750K Buy
+202
New +$750K 0.41% 52
2025
Q1
Sell
-120
Closed -$384K 416
2024
Q4
$384K Buy
+120
New +$384K 0.37% 46