Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$881K Buy
+8,353
New +$881K 0.2% 177
2023
Q3
Sell
-4,171
Closed -$291K 382
2023
Q2
$291K Sell
4,171
-5,582
-57% -$390K 0.16% 286
2023
Q1
$629K Buy
+9,753
New +$629K 0.2% 193