Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
+1,005
New +$489K 0.11% 323
2023
Q4
Sell
-1,206
Closed -$627K 375
2023
Q3
$627K Buy
+1,206
New +$627K 0.36% 95
2023
Q1
Sell
-1,820
Closed -$929K 449
2022
Q4
$929K Buy
+1,820
New +$929K 0.49% 41