Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555K Buy
+12,915
New +$555K 0.02% 739
2025
Q1
Sell
-8,837
Closed -$369K 1233
2024
Q4
$369K Buy
+8,837
New +$369K 0.01% 856