Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Buy
+3,940
New +$533K 0.12% 302
2024
Q3
Sell
-2,941
Closed -$303K 821
2024
Q2
$303K Sell
2,941
-1,789
-38% -$185K 0.09% 409
2024
Q1
$448K Buy
+4,730
New +$448K 0.12% 320
2023
Q4
Sell
-3,056
Closed -$284K 495
2023
Q3
$284K Sell
3,056
-1,373
-31% -$128K 0.16% 268
2023
Q2
$435K Buy
+4,429
New +$435K 0.23% 172