Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
+2,929
New +$379K 0.1% 156
2024
Q4
Sell
-1,513
Closed -$227K 227
2024
Q3
$227K Buy
+1,513
New +$227K 0.07% 204