Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
+1,146
New +$240K 0.13% 120
2024
Q1
Sell
-1,085
Closed -$283K 136
2023
Q4
$283K Buy
+1,085
New +$283K 0.14% 86