Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Buy
+10,771
New +$368K 0.1% 360
2023
Q2
Sell
-9,773
Closed -$262K 465
2023
Q1
$262K Sell
9,773
-2,047
-17% -$54.8K 0.16% 250
2022
Q4
$368K Buy
+11,820
New +$368K 0.26% 161