Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Buy
+4,305
New +$298K 0.22% 77
2025
Q1
Sell
-4,054
Closed -$247K 88
2024
Q4
$247K Buy
+4,054
New +$247K 0.23% 59