Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Buy
+701
New +$230K 0.27% 169
2024
Q3
Sell
-1,123
Closed -$251K 564
2024
Q2
$251K Buy
+1,123
New +$251K 0.13% 255
2023
Q3
Sell
-1,548
Closed -$274K 463
2023
Q2
$274K Buy
+1,548
New +$274K 0.13% 236