Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$505K Buy
+6,800
New +$505K 0.41% 29
2024
Q4
Sell
-6,800
Closed -$325K 51
2024
Q3
$325K Sell
6,800
-4,000
-37% -$191K 0.24% 38
2024
Q2
$531K Buy
+10,800
New +$531K 0.34% 30