Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$502K Buy
+2,216
New +$502K 0.2% 113
2025
Q1
Sell
-1,986
Closed -$392K 183
2024
Q4
$392K Buy
+1,986
New +$392K 0.16% 119