Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Buy
+1,333
New +$326K 0.02% 368
2024
Q2
Sell
-1,788
Closed -$620K 440
2024
Q1
$620K Buy
1,788
+369
+26% +$128K 0.04% 264
2023
Q4
$650K Buy
+1,419
New +$650K 0.05% 232