Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,222
Closed -$1.19M 312
2025
Q1
$1.19M Buy
+3,222
New +$1.19M 0.21% 123
2024
Q3
Sell
-4,890
Closed -$1.79M 290
2024
Q2
$1.79M Buy
+4,890
New +$1.79M 0.33% 69