Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Buy
+507
New +$271K 0.06% 376
2024
Q4
Sell
-982
Closed -$423K 299
2024
Q3
$423K Buy
+982
New +$423K 0.24% 155
2024
Q1
Sell
-1,764
Closed -$380K 275
2023
Q4
$380K Buy
+1,764
New +$380K 0.27% 127