Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$416K Buy
+14,535
New +$416K 0.13% 263
2025
Q1
Sell
-8,973
Closed -$270K 526
2024
Q4
$270K Buy
+8,973
New +$270K 0.12% 277
2023
Q2
Sell
-38,200
Closed -$826K 357
2023
Q1
$826K Buy
+38,200
New +$826K 0.33% 81