Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Buy
+55
New +$406K 0.02% 566
2025
Q1
Sell
-60
Closed -$491K 941
2024
Q4
$491K Buy
+60
New +$491K 0.03% 472