Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$966K Buy
+4,419
New +$966K 0.21% 161
2024
Q2
Sell
-4,005
Closed -$503K 325
2024
Q1
$503K Buy
+4,005
New +$503K 0.29% 123
2023
Q3
Sell
-3,289
Closed -$392K 311
2023
Q2
$392K Buy
+3,289
New +$392K 0.35% 115