Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Buy
+914
New +$701K 0.31% 137
2022
Q1
Sell
-1,387
Closed -$325K 37
2021
Q4
$325K Buy
+1,387
New +$325K 0.28% 31