Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Buy
+7,735
New +$332K 0.11% 177
2025
Q1
Sell
-5,508
Closed -$230K 231
2024
Q4
$230K Buy
+5,508
New +$230K 0.08% 202