Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$795K Buy
+10,786
New +$795K 0.19% 218
2025
Q1
Sell
-2,871
Closed -$338K 543
2024
Q4
$338K Buy
+2,871
New +$338K 0.1% 391