Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$354K Buy
+4,768
New +$354K 0.2% 225
2023
Q1
Sell
-3,171
Closed -$226K 562
2022
Q4
$226K Buy
+3,171
New +$226K 0.15% 293