Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$567K Buy
+3,969
New +$567K 0.13% 285
2023
Q1
Sell
-2,928
Closed -$329K 567
2022
Q4
$329K Buy
+2,928
New +$329K 0.17% 257