Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
+849
New +$270K 0.09% 151
2025
Q1
Sell
-943
Closed -$381K 116
2024
Q4
$381K Buy
+943
New +$381K 0.29% 64