Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Buy
+3,187
New +$280K 0.14% 313
2024
Q2
Sell
-495
Closed -$32.3K 1513
2024
Q1
$32.3K Sell
495
-1,178
-70% -$76.8K 0.03% 932
2023
Q4
$153K Buy
+1,673
New +$153K 0.15% 179