Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$746K Buy
+24,914
New +$746K 0.08% 154
2023
Q2
Sell
-18,738
Closed -$711K 250
2023
Q1
$711K Buy
18,738
+248
+1% +$9.41K 0.08% 205
2022
Q4
$646K Buy
+18,490
New +$646K 0.1% 164