Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Buy
+3,588
New +$321K 0.12% 154
2025
Q1
Sell
-2,318
Closed -$179K 191
2024
Q4
$179K Buy
+2,318
New +$179K 0.11% 93