Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
+1,035
New +$227K 0.12% 68
2025
Q1
Sell
-1,162
Closed -$255K 64
2024
Q4
$255K Hold
1,162
0.15% 60
2024
Q3
$217K Hold
1,162
0.13% 52
2024
Q2
$225K Hold
1,162
0.15% 48
2024
Q1
$210K Buy
+1,162
New +$210K 0.15% 46