Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$666K Buy
+1,420
New +$666K 0.37% 58
2024
Q1
Sell
-768
Closed -$315K 589
2023
Q4
$315K Buy
+768
New +$315K 0.18% 251
2022
Q3
Sell
-790
Closed -$227K 514
2022
Q2
$227K Buy
+790
New +$227K 0.16% 292