Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$860K Buy
+2,765
New +$860K 0.2% 182
2023
Q1
Sell
-2,603
Closed -$595K 577
2022
Q4
$595K Buy
+2,603
New +$595K 0.31% 118