Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Buy
+422
New +$332K 0.23% 107
2024
Q4
Sell
-1,192
Closed -$740K 139
2024
Q3
$740K Buy
+1,192
New +$740K 0.55% 45