Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Buy
+691
New +$310K 0.09% 133
2024
Q2
Sell
-1,322
Closed -$614K 141
2024
Q1
$614K Buy
1,322
+103
+8% +$47.8K 0.16% 102
2023
Q4
$501K Buy
+1,219
New +$501K 0.15% 104