Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
+30,522
New +$331K 0.07% 344
2024
Q3
Sell
-17,563
Closed -$220K 330
2024
Q2
$220K Sell
17,563
-26,276
-60% -$330K 0.17% 201
2024
Q1
$582K Buy
+43,839
New +$582K 0.33% 110