Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$675K Buy
+4,962
New +$675K 0.22% 55
2023
Q1
Sell
-2,373
Closed -$261K 102
2022
Q4
$261K Buy
+2,373
New +$261K 0.17% 77