Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Buy
+7,632
New +$383K 0.61% 19
2022
Q3
Sell
-4,274
Closed -$313K 137
2022
Q2
$313K Buy
+4,274
New +$313K 0.57% 55
2022
Q1
Sell
-1,061
Closed -$232K 83
2021
Q4
$232K Buy
+1,061
New +$232K 1.35% 28