Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$885K Buy
+16,834
New +$885K 0.02% 991
2024
Q4
Sell
-8,231
Closed -$411K 1490
2024
Q3
$411K Buy
8,231
+177
+2% +$8.84K 0.03% 870
2024
Q2
$477K Buy
+8,054
New +$477K 0.03% 828