Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$717K Buy
+3,700
New +$717K 0.23% 133
2023
Q4
Sell
-23,300
Closed -$773K 812
2023
Q3
$773K Buy
+23,300
New +$773K 0.27% 132
2023
Q2
Sell
-9,952
Closed -$239K 586
2023
Q1
$239K Sell
9,952
-6,177
-38% -$148K 0.1% 364
2022
Q4
$374K Buy
+16,129
New +$374K 0.26% 148