Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Buy
+1,307
New +$411K 0.13% 266
2025
Q1
Sell
-2,776
Closed -$725K 648
2024
Q4
$725K Buy
+2,776
New +$725K 0.33% 109
2023
Q1
Sell
-3,310
Closed -$974K 606
2022
Q4
$974K Buy
+3,310
New +$974K 0.68% 27