Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$432K Buy
+3,521
New +$432K 0.13% 87
2024
Q1
Sell
-6,997
Closed -$535K 91
2023
Q4
$535K Buy
6,997
+147
+2% +$11.2K 0.13% 122
2023
Q3
$472K Buy
+6,850
New +$472K 0.13% 127