Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$439K Buy
+6,114
New +$439K 0.1% 349
2025
Q1
Sell
-3,892
Closed -$270K 751
2024
Q4
$270K Buy
+3,892
New +$270K 0.06% 485
2023
Q3
Sell
-3,075
Closed -$236K 525
2023
Q2
$236K Buy
+3,075
New +$236K 0.13% 328