Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$671K Buy
+5,563
New +$671K 0.37% 56
2024
Q3
Sell
-4,070
Closed -$384K 504
2024
Q2
$384K Buy
+4,070
New +$384K 0.23% 172
2024
Q1
Sell
-5,174
Closed -$448K 527
2023
Q4
$448K Buy
+5,174
New +$448K 0.25% 148