Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Buy
+1,918
New +$277K 0.09% 385
2024
Q4
Sell
-3,271
Closed -$358K 615
2024
Q3
$358K Buy
+3,271
New +$358K 0.11% 315
2023
Q4
Sell
-8,200
Closed -$541K 787
2023
Q3
$541K Buy
+8,200
New +$541K 0.19% 202