Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Buy
+1,233
New +$279K 0.22% 34
2025
Q1
Sell
-1,205
Closed -$238K 37
2024
Q4
$238K Buy
+1,205
New +$238K 0.2% 33