Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$655K Buy
+3,192
New +$655K 0.36% 66
2024
Q1
Sell
-1,299
Closed -$250K 415
2023
Q4
$250K Buy
+1,299
New +$250K 0.14% 321
2023
Q1
Sell
-2,884
Closed -$375K 388
2022
Q4
$375K Buy
+2,884
New +$375K 0.26% 156