Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$512K Buy
+1,683
New +$512K 0.14% 272
2021
Q2
Sell
-8,012
Closed -$984K 868
2021
Q1
$984K Buy
+8,012
New +$984K 0.31% 61