Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Buy
+2,165
New +$291K 0.02% 561
2024
Q1
Sell
-5,490
Closed -$666K 469
2023
Q4
$666K Buy
+5,490
New +$666K 0.03% 348