Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
+4,103
New +$223K 0.07% 438
2024
Q4
Sell
-9,182
Closed -$611K 626
2024
Q3
$611K Buy
+9,182
New +$611K 0.18% 219
2023
Q2
Sell
-11,051
Closed -$538K 558
2023
Q1
$538K Buy
+11,051
New +$538K 0.21% 157