Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Buy
+1,805
New +$308K 0.17% 263
2023
Q4
Sell
-3,068
Closed -$221K 609
2023
Q3
$221K Buy
+3,068
New +$221K 0.13% 332