Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
+861
New +$274K 0.09% 68
2025
Q1
Sell
-619
Closed -$250K 97
2024
Q4
$250K Buy
+619
New +$250K 0.09% 94