Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
+9,010
New +$435K 0.24% 129
2025
Q1
Sell
-4,180
Closed -$202K 1326
2024
Q4
$202K Buy
+4,180
New +$202K 0.2% 112